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Matthew Joseph Kuss

Charles Schwab Investment Management, Inc.

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About Matthew Joseph Kuss

Matthew Kuss is an investment advisor representative with Charles Schwab Investment Management, Inc. Matthew Kuss has been in the industry since 1999 and has experience with individuals, businesses, and institutional clients. Matthew Kuss has passed the Series 63, Series 65, and Series 7 exams. Matthew Kuss is registered to provide investment advice in New York and Pennsylvania. Prior to joining Charles Schwab Investment Management, Inc., Matthew Kuss worked at Samson Capital Advisors and Wasmer Schroeder.

Firm Information

Matthew Kuss is currently registered with Charles Schwab Investment Management, Inc.. Charles Schwab Investment Management, Inc. is an investment advisor headquartered in San Francisco, California. With over $1 trillion in regulatory assets under management, the firm provides portfolio management services for individuals, investment companies, businesses, and pooled investment vehicles. They also offer selection of other advisers.
Charles Schwab Investment Management, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

$1.10T

Assets Under Management

Not reported

Total Clients

37

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Costs

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Matthew Kuss’s Registration & Firm History

NY

11/13/2020 - Present

Charles Schwab Investment Management, Inc. (New York NY)

NY

12/08/1999 - 11/20/2001

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/13/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2020

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Joseph Kuss.
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