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Matthew Whitworth Martin

Schwab Wealth Advisory, Inc.

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About Matthew Whitworth Martin

Matthew Martin has been an active financial professional since 1997 and has a combined 26 years of industry experience. Matthew currently works for Schwab Wealth Advisory, Inc., and is registered as a Registered Representative in Colorado and Texas. Matthew holds licenses for Series 6, 7, 63, and 65, as well as the SIE exam. Prior to joining Schwab Wealth Advisory, Inc., Matthew worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Matthew is a licensed representative of Schwab Wealth Advisory, Inc. and offers securities and advisory services through Schwab Wealth Advisory, Inc.

Firm Information

Matthew Martin 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 Martin’s Registration & Firm History

CO

03/10/2022 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

CO

10/28/1997 - 01/03/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Denver CO)

NY

04/24/1997 - 09/20/1997

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/16/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2004

Series 7 - General Securities Representative Examination

BC

Issued 04/23/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Matthew Whitworth Martin. Review regulatory record here.
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