Matthew Batta
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Dec 2025 to now
- Charles Schwab BankDec 2025 to now
- UnemployedOct 2025 to Dec 2025
- Fidelity InvestmentsAug 2021 to Oct 2025
- Bleakley Financial GroupDec 2020 to Jan 2021
- Cotuit LiquorsJun 2019 to Jul 2021
- The Ridge ClubJun 2018 to Aug 2018
- Full-time EducationAug 2017 to May 2021
- University of New HampshireAug 2017 to May 2021
- Holly Ridge Golf ClubJun 2017 to Aug 2017
- Meetinghouse Package StoreFeb 2015 to May 2017
- Sandwich High SchoolSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7319038
- Firm CRD
- 5393