Marc Matthew Goldstein

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 10/2016
  Wells Fargo Advisors
  Las Vegas, NV
• 03/2016 → 10/2016
  Wells Fargo Bank
  Las Vegas, NV
• 03/2022 → Present
  Charles Schwab & Co., Inc.
  Las Vegas, NV
• 10/2016 → 02/2022
  Northern Trust
  Las Vegas, NV
• 02/2022 → 03/2022
  Unemployed
  Las Vegas, NV
• 12/2025 → Present
  Schwab Wealth Advisory, Inc.
  Las Vegas, NV

Previous Registrations

• 2016-04-11 → 2016-11-08
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Minneapolis, MN
  Las Vegas, NV
• 2005-01-28 → 2006-01-27
  Citicorp Investment Services
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-06-15
• S65 Uniform Investment Adviser Law Examination
  2005-01-17
• S63 Uniform Securities Agent State Law Examination
  1997-09-09

Designations

• Certified Financial Planner