Mathias Paul simon Picot
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.Mar 2022 to now
- Charles Schwab Bank, SsbMar 2022 to now
- UnemployedJan 2022 to Mar 2022
- Credit Agricole Centre EstNov 2020 to Dec 2021
- AdequatOct 2020 to Nov 2021
- UnemployedJul 2020 to Oct 2020
- ErgalisFeb 2020 to Jun 2020
- Adecco Lyon Tertiaire 049Jan 2020 to Feb 2020
- Job Station / Planett InterimFeb 2019 to Mar 2020
- Adecco E89Aug 2018 to Sep 2018
- IntermarcheJul 2018 to Jul 2018
- Societe Generale Corporate & Investment BankingApr 2018 to Sep 2018
- Asucd Coffee HouseDec 2017 to Jun 2018
- Igs GroupJan 2017 to Jan 2017
- Addeco Lyon Grands Comptes As1Sep 2016 to Aug 2017
- Addeco Lyon Banque Assur H99Aug 2015 to Aug 2017
- University of Lyon 3 - Jean MoulinSep 2014 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7514040
- Firm CRD
- 5393