Mathew Christian Tracy
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2025 to now
- Charles Schwab & Co, IncApr 2025 to now
- Morgan StanleyMar 2023 to Apr 2025
- Buckingham Strategic Wealth, LLCAug 2022 to Mar 2023
- Charles Schwab and Co., Inc.Nov 2019 to Aug 2022
- Obria Medical ClinicsNov 2017 to Nov 2019
- Oregon State UniversitySep 2017 to Jun 2019
- Pizza HutAug 2017 to Apr 2018
- TargetApr 2017 to Aug 2017
- UpsDec 2016 to Jan 2017
- Linn Benton Community CollegeSep 2015 to Jun 2017
- WeyerhauserFeb 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7199429
- Firm CRD
- 159035