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Matthew Joseph Zepp

Schwab Wealth Advisory, Inc.

Richfield, OH

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-22
OH RA APPROVED 2023-03-10
  • TX RA
    APPROVED
    Since 2025-04-22
  • OH RA
    APPROVED
    Since 2023-03-10

Branch Locations

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab Richfield OH 11/2007 Present
Charles Schwab Bank Richfield OH 03/2008 01/2023
Schwab Wealth Advisory, Inc. Richfield OH 01/2023 Present
  • 11/2007 → Present
    Charles Schwab
    Richfield, OH
  • 03/2008 → 01/2023
    Charles Schwab Bank
    Richfield, OH
  • 01/2023 → Present
    Schwab Wealth Advisory, Inc.
    Richfield, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-03
S63 Uniform Securities Agent State Law Examination 1996-11-19
  • S65 Uniform Investment Adviser Law Examination
    1996-12-03
  • S63 Uniform Securities Agent State Law Examination
    1996-11-19
Designations
Other Names
  • Matthew J Zepp

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
EDWARD JONES
RABE INVESTMENT CONSULTING GROUP
SIKICH FINANCIAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WAYNE D. MINICH & COMPANY, INC.

Other Investors

Holly L Rounds
GEORGE MCELROY AUSSEM
WENDI B. DEVAN-GLOVNA
Kurt U Shore
BRADFORD CHARLES BURGESS
MARCI M STEWART
Elizabeth Loveman
HARLYNN J M J HOBBS

Other Offices

CHARLES SCHWAB & CO., INC. · Richfield, OH
SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC · Richfield, OH
EDWARD JONES · Richfield, OH
RABE INVESTMENT CONSULTING GROUP · RICHFIELD, OH
SIKICH FINANCIAL · Richfield, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH

More in Richfield, OH

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