Matthew Diaz
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Matthew Diaz? Claim your profile
Contact this firm
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.Sep 2025 to now
- Charles Schwab Bank, SsbSep 2025 to now
- Fidelity InvestmentsAug 2024 to Sep 2025
- Jersey MikesFeb 2023 to Aug 2024
- DoordashOct 2022 to Feb 2023
- Klear Water SpasMar 2022 to Oct 2022
- DoordashApr 2021 to Mar 2022
- RobeksJan 2021 to Apr 2021
- UnemployedJul 2020 to Jan 2021
- Teriyaki MadnessJul 2019 to Jul 2020
- UnemployedJan 2019 to Jul 2019
- Lowe's Home ImprovementJul 2018 to Jan 2019
- UnemployedFeb 2018 to Jul 2018
- Juice It Up!Jul 2017 to Feb 2018
- UnemployedAug 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7980021
- Firm CRD
- 5393