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Matthew Thomas Murray

Schwab Wealth Advisory, Inc.

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About Matthew Thomas Murray

Matthew Murray is a financial advisor with Schwab Wealth Advisory, Inc. in Indianapolis, IN. Matthew has been working in the financial services industry since 2006. Matthew is registered with the state of Indiana and Texas. Matthew holds FINRA Series 6, 7 and 66 licenses and the SIE. Matthew offers a range of financial services, including financial planning, and portfolio management for individuals and businesses.

Firm Information

Matthew Murray 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 Murray’s Registration & Firm History

IN

01/06/2020 - Present

Schwab Wealth Advisory, Inc. (Indianapolis IN)

IN

11/07/2007 - 07/27/2011

PROEQUITIES, INC. (NOBLESVILLE IN)

IN

01/03/2007 - 10/19/2007

PRIMEVEST FINANCIAL SERVICES, INC. (CARMEL IN)

IN

01/30/2006 - 11/03/2006

FIFTH THIRD SECURITIES, INC. (CARMEL IN)

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Licenses & Designations

BOTH

Issued 03/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2007

Series 7 - General Securities Representative Examination

BC

Issued 01/27/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew Thomas Murray.
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