Matthew Stanley
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.Jun 2026 to now
- Bellevue School DistrictJan 2026 to now
- MML Investors Services, LLCMay 2025 to Mar 2026
- Massmutual Life Insurance CoApr 2025 to Mar 2026
- Equitable Advisors, LLCNov 2022 to Jan 2025
- Full Time EducationJun 2022 to Nov 2022
- The BineApr 2022 to Jun 2022
- UnemployedFeb 2022 to Mar 2022
- Blazing OnionJan 2022 to Feb 2022
- UnemployedSep 2020 to Dec 2021
- Stack 571May 2018 to Oct 2020
- Extended TravelOct 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7662428
- Firm CRD
- 5393