Matthew Nastasi
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
2 statesRegistered 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Charles Schwab Bank, SsbMar 2024 to now
- Charles Schwab & Co., Inc.Jun 2023 to now
- Sailfish MarketingFeb 2023 to Apr 2023
- Divine Wealth StrategiesMay 2022 to Jun 2022
- American Valet ServicesFeb 2022 to Apr 2023
- Full-time EducationSep 2021 to Jan 2022
- Capital City Country ClubOct 2020 to Aug 2021
- Deep South LacrosseDec 2018 to Aug 2020
- Aji Sushi TeppanAug 2018 to Nov 2018
- PublixFeb 2018 to Jul 2018
- Mcdonald'sJul 2017 to Dec 2017
- Full-time EducationJan 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7718065
- Firm CRD
- 5393