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Matthew Christian Schultheis

PNC Capital Markets LLC

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About Matthew Christian Schultheis

Matthew Schultheis is a financial professional with over 20 years of experience in the industry. Matthew has a strong background in investment banking, research, and securities. Matthew currently works at PNC Capital Markets LLC. Previously, Matthew worked at Boenning & Scattergood, Inc., Ferris, Baker Watts Incorporated, Waypoint Brokerage Services, First Maryland Brokerage Corporation, and Cohig & Associates, Inc.. Matthew holds the Series 7, 16, 24, 63, 79TO, 87, and SIE licenses and has a general securities principal license in Pennsylvania and other states. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and holds registrations in 52 states, including Pennsylvania.

Firm Information

Matthew Schultheis is currently registered with PNC Capital Markets LLC. PNC Capital Markets LLC is a Limited Liability Company formed in December 2005. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. PNC Capital Markets LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

489

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.

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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Matthew Schultheis’s Registration & Firm History

PA

04/20/2022 - Present

PNC Capital Markets LLC (CENTER VALLEY PA)

PA

07/01/2008 - 06/11/2019

BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)

MD

05/11/2004 - 07/02/2008

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

PA

01/04/2001 - 08/06/2001

WAYPOINT BROKERAGE SERVICES (YORK PA)

MD

02/06/1995 - 01/25/1999

FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)

CO

09/01/1993 - 05/13/1994

COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)

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Licenses & Designations

BC

Issued 04/26/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/1995

Series 24 - General Securities Principal Examination

BC

Issued 07/07/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2007

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 01/08/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 05/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Christian Schultheis.
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