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Matthew Hamilton

Charles Schwab & CO., Inc.

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About Matthew Hamilton

Matthew Hamilton is a financial advisor who is registered with the state of California and holds the Series 7, Series 66 and SIE licenses. Matthew has been in the financial services industry since 2019. Matthew is currently employed at Charles Schwab & CO., Inc.. Prior to this role, Matthew worked at TD AMERITRADE, INC., NYLIFE SECURITIES LLC and Edward Jones. Matthew provides financial planning and selection of other advisers services to his clients. Matthew has experience providing advice to individual clients and other investment advisers.

Firm Information

Matthew Hamilton 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 Hamilton’s Registration & Firm History

CA

02/02/2022 - Present

Charles Schwab & CO., Inc. (Roseville CA)

CA

01/22/2024 - 07/29/2024

TD AMERITRADE, INC. (Roseville CA)

CA

04/02/2021 - 01/11/2022

NYLIFE SECURITIES LLC (SANTA ROSA CA)

CA

07/01/2019 - 11/09/2020

EDWARD JONES (VACAVILLE CA)

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Licenses & Designations

BOTH

Issued 07/22/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/05/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Matthew Hamilton. Review regulatory record here.
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