AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MS

Matthew J. Schulte

Some features on this profile are disabled
CRD#: 2510714
MS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew James Schulte, CFP®, who also goes by Matthew J Schulte, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 1994. Matthew had worked at 4 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Matthew J Schulte

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OTHER BUSINESS : EMONEY ADVISOR LLC ADDRESS: FOUR RADNOR CORPORATE CENTER 100 MATSONFORD ROAD, SUITE 300 RADNOR, PA 19087 NATURE OF BUSINESS: TECHNOLOGY PLATFORM INVESTMENT RELATED POSITION: HEAD OF FINANCIAL PLANNING START DATE: JUNE 2000 DUTIES: AS HEAD OF FINANCIAL PLANNING, MATTHEW FOCUSES ON HELPING CLIENTS FULLY UTILIZE EMONEY'S DYNAMIC FINANCIAL PLANNING TOOLS. MATTHEW AND HIS TEAM OF CERTIFIED FINANCIAL PLANNERS AND ANALYSTS ASSIST CLIENTS WITH IMPLEMENTING PRACTICE MANAGEMENT STRATEGIES ON AN IN-DEPTH LEVEL TO COLLABORATE AND ACHIEVE BUSINESS RESULTS.MATTHEW DEVOTES 90% OF HIS TIME TO THIS POSITION.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Past

February 11, 2021 - January 19, 2024

EMONEY PLANNING SERVICES LLC

RIA
CRD#: 312206
RADNOR, PA
Past

August 1, 2006 - September 2, 2008

TD WEALTH MANAGEMENT SERVICES INC.

BD
CRD#: 6940
PHILADELPHIA, PA
Past

January 25, 2002 - May 19, 2006

EMONEY SECURITIES LLC

BD
CRD#: 106026
CONSHOHOCKEN, PA
Past

July 29, 1994 - June 26, 2000

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 3/16/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/22/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/28/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/20/2002
General Securities Principal Examination

Current Firm

EP
EMONEY PLANNING SERVICES LLC
COLLABORATE | EMONEY PLANNING SERVICES LLC

CRD#: 312206 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Four Radnor Corporate Center 100 Matsonford Road, Radnor, PA 19087
Mailing Address
Phone number
(610) 684-1100
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EMONEY PLANNING SERVICES LLC

CRD#: 312206

TRUST BUT VERIFY

Monitor Matthew Schulte

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics