Mathew Todd Petty
Investment adviser representative at Charles Schwab Investment Management, Inc
16 yearsExperience
2 statesRegistered in
CFADesignation
$1.7TFirm assets
Are you Mathew Todd Petty? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Charles Schwab Investment Management, IncJan 2020 to now
- Charles Schwab Investment Advisory, Inc.Jan 2010 to Jul 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Charles Schwab Investment Management, Inc
$1.7TAssets managed
856,597Clients
37Advisers
36 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
- 5189080
- Firm CRD
- 106753