Julianne Erica Mate
Investment adviser representative at Schwab Wealth Advisory, Inc.
14 yearsExperience
1 stateRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Schwab Wealth Advisory, Inc.Jan 2026 to now
- Charles Schwab & Co., Inc.Oct 2024 to now
- Charles Schwab Bank, SsbOct 2024 to Jan 2026
- HomemakerOct 2023 to Oct 2024
- Arizona State University FoundationFeb 2019 to Oct 2023
- Arizona State UniversityJul 2012 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7987347
- Firm CRD
- 159035