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Riley Matthew Bogue

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.

  1. Charles Schwab & Co., Inc.May 2026 to now
  2. Charles SchwabNov 2025 to now
  3. Chrles Schwab BankNov 2025 to now
  4. StarbucksMay 2024 to Dec 2025
  5. Windermere City GroupFeb 2021 to Jan 2023
  6. StarbucksAug 2019 to Feb 2021
  7. Uber EatsJun 2019 to Aug 2024
  8. Mt Gilead Bible CampMay 2017 to Sep 2019
  9. Santa Rosa Bible ChurchAug 2016 to Feb 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (WA).

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
8169276
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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