Matthew Billitti

Current Employers

Employment History

• 01/1998 → 02/2020
  Charles Schwab & Co., Inc.
  Palm Beach Gardens, FL
• 02/2020 → 12/2023
  Rehmann Financial Network
  Jupiter, FL
• 02/2024 → 04/2025
  Edward Jones
  St. Louis, MO
• 04/2025 → Present
  Charles Schwab & Co., Inc
  Orlando, FL
• 04/2025 → Present
  Charles Schwab Bank Ssb
  Orlando, FL
• 12/2023 → 02/2024
  Unemployed
  Port St. Lucie, FL

Previous Registrations

• 2024-02-19 → 2025-04-11
  Edward Jones
  Port St Lucie, FL
  Stuart, FL
• 2020-03-16 → 2023-12-04
  Rehmann Wealth
  Lansing, MI
  Jupiter, FL
  Bonita Springs, FL
• 2003-06-30 → 2020-03-04
  Charles Schwab & Co., Inc.
  Princeton, NJ
  Bridgewater, NJ
  Bridgewater, NJ
  Coral Gables, FL
  Vero Beach, FL
  Palm Beach Gardens, FL
  Boca Raton, FL

Other Businesses

1) Big Brothers Big Sisters of Palm Beach and Martin counties. | Investment Related:No|1700 Kirk Rd| West Palm Beach|Florida|33406|United States|Nonprofit Charitable Organizations|Board Member|7/29/2020|Less than 20|0|A Board Member for Big Brothers Big Sisters (BBBS) of Martin and Palm Beach Counties is responsible for ensuring the organization's effectiveness, financial stability, and community impact. This includes overseeing budget development, program evaluation, community outreach, and fundraising. Board members act as advocates, friends, and supporters of the agency, promoting its mission and vision. Key Responsibilities:, 2) Port St Lucie Historical Society | Investment Related:No|2456 SE Westmoreland Blvd|Port st Lucie|Florida|34952|USA|Education|Board Member|1/1/2025|Less than 20|0|The mission for the Port St. Lucie History Museum and Education Center is to share the unique history of Port St Lucie, St. Lucie County and the Treasure Coast through our collections, exhibits and educational initiatives, programs and research., 3) Port St Lucie Sunset Rotary | Investment Related:No|951 SW Country Club Drive, |Port St. Lucie|Fl|34986|USA|Education|Member|1/1/2025|Less than 20|0|A Rotarian member of the Port St. Lucie Sunset Rotary Club is a community-minded individual who actively participates in local and international service projects, networking with other professionals, and fostering leadership development. They are dedicated to making a positive impact on the community and the world. , 4) Port St Lucie Sunset Rotary | Investment Related:No|951 SW Country Club Drive|Port St Lucie|Fl|34952|USA|Education|President|3/31/2026|Less than 20|0| I will lead the Sunset Rotarian members of the Port St. Lucie. Who are community-minded individuals who actively participate in local and international service projects, networking with other professionals, and fostering leadership development. We are dedicated to making a positive impact on the community and the world

Exams

• S66 Uniform Combined State Law Examination
  2003-06-27
• S63 Uniform Securities Agent State Law Examination
  1998-04-11

Designations

Other Names

• Matthew Vincent Billitti