Matthew Alan Willson
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Charles Schwab & Co., Inc.Aug 2023 to now
- Charles Schwab Bank, SsbAug 2023 to now
- DoordashMay 2023 to Jul 2023
- Gaucho Brazilian GrillSep 2022 to May 2023
- Nvr Inc.May 2022 to Aug 2022
- Gaucho Brazilian GrillFeb 2021 to May 2022
- UnemployedNov 2020 to Jan 2021
- Macado'sOct 2019 to Oct 2020
- UnemployedMar 2019 to Sep 2019
- StarbucksJul 2017 to Feb 2019
- StudentJan 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
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
- 7791514
- Firm CRD
- 5393