Matthew Michael Sutton
Investment adviser representative at Schwab Wealth Advisory, Inc.
20 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
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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
20 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2022 to now
- Charles Schwab & Co., Inc.Jun 2022 to now
- Robinhood Markets, Inc.Dec 2021 to Jun 2022
- Vanguard GroupJun 2021 to Dec 2021
- Vanguard GroupJan 2018 to May 2021
- High Tide Seafood Bar and GrillNov 2017 to Jan 2018
- Elite Solar ConceptsJul 2017 to Nov 2017
- Fleming's Prime Steakhouse and Wine BarJul 2006 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6895620
- Firm CRD
- 159035