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Matthew Whitaker

Charles Schwab & CO., Inc.

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About Matthew Whitaker

Matthew Whitaker is a financial professional registered with Charles Schwab & Co., Inc.. Matthew has been in the industry for less than a year and is currently registered in 51 states. Matthew's registration began on July 17, 2023. The firm has been active since at least 2018. The firm has more than $50 billion in assets under management. The firm manages more than 919,128 accounts. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. The firm has been active since at least 2018 and is licensed in all 50 states and the District of Columbia. The firm's primary office is in San Francisco, CA. The firm is a registered investment advisor with the SEC. The firm has been active since at least 2018 and is licensed in all 50 states and the District of Columbia. The firm's primary office is in San Francisco, CA. The firm is a registered investment advisor with the SEC.

Firm Information

Matthew Whitaker 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 Whitaker’s Registration & Firm History

AZ

07/17/2023 - Present

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

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Licenses & Designations

BC

Issued 07/26/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/24/2023

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 Whitaker.
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