Matthew Charles wong Takamatsu
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Nov 2024 to now
- Charles Schwab Bank, SsbNov 2024 to now
- Empower Advisory Group, LLCApr 2023 to Nov 2024
- Empower FinancialApr 2023 to Nov 2024
- Personal Capital Advisors CorporationOct 2022 to Apr 2023
- Voya Financial Advisors, Inc.Jan 2020 to Oct 2022
- Charles Schwab & Co., Inc.Dec 2016 to Dec 2019
- Charles Schwab BankDec 2016 to Nov 2019
- Wells Fargo Advisors, LLCAug 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (HI).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6029519
- Firm CRD
- 5393