Matthew Salafia
Investment adviser representative at Schwab Wealth Advisory, Inc.
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
17 years in the industry.
- Charles Schwab & Co., Inc.Aug 2025 to now
- Schwab Wealth Advisory, Inc.Aug 2025 to now
- Thrivent FinancialJul 2024 to Aug 2025
- Thrivent Investment Management IncJul 2024 to Aug 2025
- Thrivent FinancialSep 2022 to Jun 2024
- Thrivent Investment Management IncAug 2022 to Dec 2022
- Three Sixty Wealth Management, LLCFeb 2022 to Aug 2022
- Thrivent FinancialFeb 2021 to Feb 2022
- Thrivent Investment Management IncDec 2020 to Feb 2021
- North Dakota State UniversityAug 2009 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7319608
- Firm CRD
- 159035