Matthew A. Stange

SCHWAB WEALTH ADVISORY

Orlando, FL 32810

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CRD#: 5121773

Professional summary

Matthew Aldrich Stange, CFP®, who also goes by Matt Stange, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Orlando, Florida and CHARLES SCHWAB & CO., INC. located in Orlando, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Matthew has worked at 8 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Stange

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.

Stetson University | not investment related | Deland, Florida | start date 08/01/2018 | adjunct professor | teach one academic course each semester as a part of a Bachelor's Degree in Finance through the College of Business. The coursework is designed to fulfill the requirements for a student towards becoming a CFP | less than 20 hours per month | none during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Aldrich Stange'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

June 3, 2021 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 1991 Summit Park Drive, Orlando, FL 32810

RIA

CRD#: 159035

Orlando, FL

Current

May 24, 2021 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 1991 Summit Park Drive, Orlando, FL 32810

RIA

CRD#: 5393

Orlando, FL

Past

September 13, 2018 - May 20, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

DELAND, FL

Past

August 13, 2018 - May 20, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

DELAND, FL

Past

June 13, 2018 - May 18, 2021

FLEISHEL FINANCIAL ASSOCIATES, INC.

RIA

CRD#: 117768

DELAND, FL

Past

January 9, 2015 - May 24, 2018

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

RIA

CRD#: 139806

DAYTONA BEACH, FL

Past

September 29, 2014 - March 31, 2015

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

DAYTONA BEACH, FL

Past

July 28, 2014 - August 6, 2014

LPL FINANCIAL LLC

CRD#: 6413

TAMPA, FL

Past

February 10, 2012 - June 4, 2014

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST PETERSBURG, FL

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

California
(2/28/2022)

Colorado
(5/24/2021)

Connecticut
(2/7/2024)

Florida
(5/24/2021)

IAR

Florida
(6/10/2021)

Georgia
(6/6/2022)

Illinois
(10/4/2022)

Indiana
(1/28/2022)

Iowa
(2/7/2024)

Kentucky
(2/7/2024)

Maryland
(5/24/2021)

Massachusetts
(5/24/2021)

Minnesota
(2/7/2024)

New Jersey
(5/24/2021)

New York
(5/24/2021)

North Carolina
(5/24/2021)

Ohio
(2/7/2024)

Oklahoma
(11/6/2024)

Pennsylvania
(5/24/2021)

Rhode Island
(3/11/2025)

Tennessee
(6/14/2023)

Texas
(5/24/2021)

IAR

Texas
(6/3/2021)

Vermont
(6/30/2022)

Washington
(5/24/2021)

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

Series 63

Date: 10/16/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/3/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/13/2018

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/21/2019

General Securities Principal 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

211 Main Street, San Francisco, CA 94105-1901

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 (9/23/2025)

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 A. Stange

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Aldrich Stange's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

FLEISHEL FINANCIAL ASSOCIATES, INC.

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/16/2020

Series 66

Date: 1/3/2015

SIE

Date: 10/1/2018

Series 7

Date: 8/13/2018

Series 24

Date: 6/21/2019

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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