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Matthew Joseph Zepp

Schwab Wealth Advisory, Inc.

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About Matthew Joseph Zepp

Matthew Zepp is a financial advisor with Schwab Wealth Advisory, Inc. Matthew has over 26 years of experience in the financial services industry. Matthew is a Certified Financial Planner™ professional with a Series 7, Series 10, Series 9, Series 63, and Series 65. Matthew is registered with the state of Ohio as an investment advisor representative.

Firm Information

Matthew Zepp is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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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.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Matthew Zepp’s Registration & Firm History

OH

03/10/2023 - Present

Schwab Wealth Advisory, Inc. (Richfield OH)

OH

10/05/2004 - 12/07/2007

FIFTH THIRD SECURITIES, INC. (DAYTON OH)

NY

11/06/1996 - 09/09/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/03/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/29/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/08/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew Joseph Zepp.
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