Matthew S. Collier

SCHWAB WEALTH ADVISORY

Langhorne, PA

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CRD#: 4960824

Professional summary

Matthew Shreve Collier, who also goes by Matt Collier, Matthew S Collier, Matthew Collier, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Langhorne, Pennsylvania and CHARLES SCHWAB & CO., INC. located in Boston, Massachusetts.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Matthew has worked at 9 firms and has passed the Series 66, Series 57TO, SIE, Series 55, Series 7, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Collier | Matthew S Collier | Matthew Collier

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Shreve Collier's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

None

Experience

Current

December 15, 2025 - Present

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

Langhorne, PA

Current

November 18, 2022 - Present

CHARLES SCHWAB & CO., INC.

Office #1: One International Place, Boston, MA 02110-2600

RIA

CRD#: 5393

Boston, MA

Past

November 18, 2022 - December 15, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

LONE TREE, CO

Past

June 17, 2022 - September 13, 2022

CROWDSTREET ADVISORS, LLC

RIA

CRD#: 299176

Langhorne, PA

Past

May 9, 2022 - September 13, 2022

CROWDSTREET CAPITAL LLC

CRD#: 312762

NEW YORK, NY

Past

November 7, 2018 - May 12, 2022

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

PRINCETON, NJ

Past

August 31, 2018 - May 12, 2022

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

PRINCETON, NJ

Past

December 10, 2009 - August 14, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

December 10, 2009 - August 14, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PENNINGTON, NJ

Past

May 8, 2009 - November 27, 2009

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

PHILADELPHIA, PA

Past

May 7, 2009 - November 27, 2009

CITIZENS SECURITIES, INC.

CRD#: 39550

PHILADELPHIA, PA

Past

December 20, 2005 - May 18, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

November 28, 2005 - May 18, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PENNINGTON, NJ

Past

June 10, 2005 - October 12, 2005

EVOLUTION FINANCIAL TECHNOLOGIES, LLC

CRD#: 104249

ISELIN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(11/18/2022)

Arkansas
(1/8/2026)

Connecticut
(11/18/2022)

Delaware
(11/18/2022)

District of Columbia
(11/18/2022)

Florida
(11/18/2022)

Georgia
(11/18/2022)

Kentucky
(11/18/2022)

Maine
(11/18/2022)

Maryland
(11/18/2022)

Massachusetts
(11/18/2022)

Michigan
(1/3/2024)

Mississippi
(1/8/2026)

Missouri
(1/8/2026)

New Hampshire
(11/18/2022)

New Jersey
(11/18/2022)

New York
(11/18/2022)

North Carolina
(11/18/2022)

Ohio
(1/4/2024)

Pennsylvania
(11/18/2022)

IAR

Pennsylvania
(12/15/2025)

Puerto Rico
(11/18/2022)

Rhode Island
(11/18/2022)

South Carolina
(11/18/2022)

Tennessee
(1/3/2023)

Texas
(11/18/2022)

IAR

Texas
(12/15/2025)

Vermont
(11/18/2022)

Virginia
(11/18/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/19/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 7/13/2005

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 6/9/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/19/2018

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 3/27/2009

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/3/2009

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

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Contact information

Main Address

9800 Schwab Way, Lone Tree, CO 80124

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (12/11/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Matthew S. Collier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Shreve Collier's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CROWDSTREET ADVISORS, LLC

CROWDSTREET CAPITAL LLC

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EVOLUTION FINANCIAL TECHNOLOGIES, LLC

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2005

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 7/13/2005

Series 7

Date: 6/9/2005

Series 24

Date: 10/19/2018

Series 10

Date: 3/27/2009

Series 9

Date: 1/3/2009

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

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