Matthew Grant Gehring
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Matthew Grant Gehring? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Schwab Wealth Advisory, Inc.Nov 2022 to now
- Charles Schwab & Co., IncAug 2014 to now
- Schwab Private Client Investment Advisory, Inc.Aug 2014 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4814336
- Firm CRD
- 159035