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Matthew Joseph Ferro

Charles Schwab & CO., Inc.

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About Matthew Joseph Ferro

Matthew Ferro is a financial advisor in Phoenix, Arizona. Matthew has been working in the financial services industry for over 4 years. Matthew has a current registration with Charles Schwab & CO., Inc. and has passed the Series 66, Series 10, Series 9, Series 7TO and SIE exams. Matthew has experience working with individuals, corporations, and other businesses. Matthew is dedicated to providing clients with personalized financial advice and guidance. Matthew's experience includes time at Robinhood Financial, LLC and Merrill Lynch.

Firm Information

Matthew Ferro 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 Ferro’s Registration & Firm History

AZ

03/03/2023 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

AZ

10/21/2020 - 08/09/2022

ROBINHOOD FINANCIAL, LLC (Tempe AZ)

AZ

09/05/2019 - 10/13/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

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Licenses & Designations

BOTH

Issued 10/02/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/03/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew Joseph Ferro.
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