Avery Matthew Sriyaranya
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Charles Schwab Bank, SsbJul 2025 to now
- Charles Schwab & Co., Inc.Aug 2020 to now
- Elliot ElectricMay 2020 to Aug 2020
- UnemployedMar 2020 to May 2020
- Mattress FirmMay 2019 to Feb 2020
- Lofts NacogdochesApr 2017 to Aug 2017
- Logans Road HouseJun 2016 to Jan 2017
- Stephen F. Austin State UniversityNov 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7288076
- Firm CRD
- 5393