Matthew Joseph Ferro
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
2 statesRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab & Co., Inc.Oct 2022 to now
- Charles Schwab Bank SsbOct 2022 to now
- Charles Schwab Premier BankOct 2022 to now
- Charles Schwab Trust BankOct 2022 to now
- Robinhood Markets, IncJun 2022 to Aug 2022
- Robinhood Financial, LLCOct 2020 to Aug 2022
- Bank of America Corporation (merrill Lynch)Jan 2019 to Oct 2020
- University of PhoenixJul 2015 to Jan 2019
- University of Phoenix-onlineSep 2010 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
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
- 7060156
- Firm CRD
- 5393