Matthew Aquino
Investment adviser representative at Charles Schwab & Co., Inc.
8 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
8 years in the industry.
- Charles Schwab & Co., Inc.Nov 2024 to now
- Charles Schwab BankNov 2024 to now
- Sanctuary Securities, Inc.Jul 2024 to Sep 2024
- PrimericaMar 2024 to Jun 2024
- NypaNov 2023 to Mar 2024
- Cvs HealthApr 2022 to Nov 2023
- UnemployedJan 2022 to Apr 2022
- PwcOct 2020 to Jan 2022
- UnemployedMay 2020 to Oct 2020
- Smolin, Calbo, Davidson & AssociatesFeb 2020 to Mar 2020
- Uber EatsDec 2019 to Feb 2020
- Omega EngineeringMay 2019 to Aug 2019
- Barino's MarketMay 2018 to Sep 2018
- Full Time EducationSep 2016 to May 2020
- Camp Echo BayJun 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
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
- 7958513
- Firm CRD
- 5393