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Matthew John Conroy

Charles Schwab & CO., Inc.

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About Matthew John Conroy

Matthew Conroy is a financial professional with over 16 years of experience in the industry. Matthew is currently registered as an Investment Advisor Representative with Charles Schwab & Co., Inc. in Cary, NC. Prior to this role, Matthew worked at TD Ameritrade, Inc. and PNC Investments. Matthew holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Matthew offers a wide range of financial services including financial planning and the Schwab Wrap Fee Program.

Firm Information

Matthew Conroy 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 Conroy’s Registration & Firm History

NC

08/11/2023 - Present

Charles Schwab & CO., Inc. (Cary NC)

NC

06/12/2014 - 09/01/2023

TD AMERITRADE, INC. (CARY NC)

NJ

12/20/2007 - 05/30/2014

PNC INVESTMENTS (RARITAN NJ)

NY

02/15/2005 - 09/23/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/04/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/06/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2012

Series 7 - General Securities Representative Examination

BC

Issued 12/19/2007

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 John Conroy.
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