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Matthew Alan Grandonico

Charles Schwab & CO., Inc.

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About Matthew Alan Grandonico

Matthew Alan Grandonico is a financial advisor who has been in the industry since 1998. Matthew is currently registered with Charles Schwab & CO., Inc. and is licensed to provide financial advice in 11 states. Matthew has previously held positions at Prudential Investment Management Services LLC, Prudential Retirement Brokerage Services, Inc., CIGNA Financial Advisors,INC., and United Planners' Financial Services of America A Limited Partner. Matthew specializes in financial planning and has worked with a wide range of clients.

Firm Information

Matthew Grandonico is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Matthew Grandonico’s Registration & Firm History

OH

08/23/2024 - Present

Charles Schwab & CO., Inc. (Richfield OH)

NJ

12/06/2004 - 04/01/2022

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

CT

08/18/1998 - 12/06/2004

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)

PA

07/13/1994 - 09/12/1996

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

AZ

02/23/1994 - 06/21/1994

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 02/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/1998

Series 7 - General Securities Representative Examination

BC

Issued 02/22/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew Alan Grandonico.
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