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Matthew Ryan Berk

Charles Schwab & CO., Inc.

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About Matthew Ryan Berk

Matthew Ryan Berk is a financial professional with over 25 years of experience in the financial services industry. Matthew Berk is currently registered with Charles Schwab & CO., Inc. and has been with the firm since May 2003. Prior to joining Charles Schwab & CO., Inc., Matthew Berk worked at several other firms including State Street Global Markets, LLC, Hornblower Fischer & Co., and Worldco, L.L.C. Matthew Berk is licensed to provide investment advice in all 50 states. Matthew Berk is an experienced financial advisor who can help you reach your financial goals.

Firm Information

Matthew Berk 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 Berk’s Registration & Firm History

AZ

05/22/2003 - Present

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

MA

10/10/2001 - 03/21/2003

STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)

NY

01/26/2000 - 06/11/2001

HORNBLOWER FISCHER & CO. (NEW YORK NY)

NY

05/15/1997 - 01/21/2000

WORLDCO, L.L.C. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/05/1997

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 Ryan Berk.
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