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Matthew Durrant

Schwab Wealth Advisory, Inc.

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About Matthew Durrant

Matthew Durrant is a financial advisor at Schwab Wealth Advisory, Inc. with over 4 years of experience in the financial industry. Matthew is registered with the state of Florida and Texas and holds Series 63, 66, 7, and 9 securities licenses. Matthew has a background in financial services, and is committed to providing clients with personalized financial advice and guidance. Matthew specializes in portfolio management for individuals and businesses.

Firm Information

Matthew Durrant is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Matthew Durrant’s Registration & Firm History

CA

10/13/2022 - Present

Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)

FL

10/29/2021 - 09/26/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)

FL

06/04/2018 - 10/13/2021

CHARLES SCHWAB & CO., INC. (Orlando FL)

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Licenses & Designations

BOTH

Issued 11/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/16/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew Durrant.
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