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Matthew John Stack

Charles Schwab & CO., Inc.

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About Matthew John Stack

Matthew Stack is a financial advisor at Charles Schwab & CO., Inc. located in Portland, OR. Matthew has been a financial advisor since 2009, and has worked for Charles Schwab & CO., Inc., TD AMERITRADE, INC., SCOTTRADE, INC. and EDWARD JONES. Matthew is licensed to provide securities services in multiple states. Matthew is registered as an Investment Advisor Representative (IAR) in Oregon. Matthew has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination and General Securities Representative Examination exams.

Firm Information

Matthew Stack 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 Stack’s Registration & Firm History

OR

03/17/2022 - Present

Charles Schwab & CO., Inc. (Portland OR)

OR

02/26/2018 - 07/29/2024

TD AMERITRADE, INC. (Portland OR)

WA

07/24/2013 - 02/26/2018

SCOTTRADE, INC. (VANCOUVER WA)

WA

05/19/2009 - 04/02/2013

EDWARD JONES (VANCOUVER WA)

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Licenses & Designations

BOTH

Issued 05/29/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Matthew John Stack. Review regulatory record here.
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