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Matthew Bishop Pezel

Charles Schwab & CO., Inc.

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About Matthew Bishop Pezel

Matthew Pezel is a financial advisor with Charles Schwab & Co., Inc. with over 25 years of experience in the financial services industry. Matthew has a Series 6, 7, and 66 license and a SIE certification. Matthew is registered to offer investment advisory services in Colorado and Texas. Matthew has a strong background in investment advisory services and has specialized experience with Retirement Planning & Income Strategies and College Savings Plans. Prior to joining Charles Schwab & Co., Inc., Matthew was associated with MML Investors Services, Inc. Matthew is based in Denver, CO, and has offices in both Denver and Colorado Springs.

Firm Information

Matthew Pezel 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 Pezel’s Registration & Firm History

CO

01/04/2019 - Present

Charles Schwab & CO., Inc. (Denver CO)

MA

03/03/1997 - 04/01/1998

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BOTH

Issued 05/31/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/28/1997

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 Bishop Pezel.
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