Matthew Brizes
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.Aug 2024 to now
- UnemployedMay 2024 to Aug 2024
- Full Time EducationNov 2023 to May 2024
- Dominos PizzaAug 2023 to Nov 2023
- UnemployedJul 2023 to Aug 2023
- E.D.G.E. Marketing ServicesJun 2023 to Jul 2023
- Shredder Ski and Snowboard SchoolNov 2022 to Jun 2023
- Full Time EducationJul 2022 to Nov 2022
- Red Tail Golf ClubMay 2022 to Jul 2022
- Full Time EducationJul 2021 to May 2022
- Marc's GroceryMay 2021 to Jul 2021
- Full Time EducationJul 2020 to May 2021
- Royal Plastics IndustriesMar 2020 to Jul 2020
- Marc's GroceryNov 2019 to Jul 2020
- Minotti's Wine and SpiritsJun 2018 to Nov 2019
- UnemployedAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7959795
- Firm CRD
- 5393