Matthew D. Venezia
Professional summary
Matthew David Venezia, CFP® is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in St Louis, Missouri and CHARLES SCHWAB & CO., INC. located in St Louis, Missouri.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Matthew has worked at 6 firms and has passed the Series 63, Series 66, SIE, Series 3, Series 7 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Venezia's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 7, 2022 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 500 Maryville Center Drive, St Louis, MO 63141April 7, 2022 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 500 Maryville University Drive, St Louis, MO 63141March 29, 2022 - April 7, 2022
TD AMERITRADE, INC.
January 22, 2022 - April 7, 2022
TD AMERITRADE, INC.
July 12, 2018 - July 16, 2018
TD AMERITRADE, INC.
July 12, 2018 - April 7, 2022
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
September 19, 2017 - July 16, 2018
TD AMERITRADE, INC.
November 23, 2007 - March 7, 2018
SCOTTRADE, INC.
July 2, 2007 - August 30, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
June 12, 2007 - August 30, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/15/2022)
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(2/13/2023)
(4/8/2022)
(4/12/2022)
Exams
FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
