Matthew David Venezia

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

• 10/2009 → 03/2022
  Scottrade Inc
  Saint Louis, MO
• 03/2022 → Present
  Schwab Wealth Advisory Inc
  St. Louis, MO
• 03/2022 → Present
  Charles Schwab & Co., Inc.
  St. Louis, MO

Previous Registrations

• 2022-01-22 → 2022-04-07
  Td Ameritrade, Inc.
  Westlake, TX
  St Louis, MO
• 2018-07-12 → 2022-04-07
  Td Ameritrade Investment Management, Llc
  St. Louis, MO
• 2018-07-12 → 2018-07-16
  Td Ameritrade, Inc.
  St Louis, MO
  Chicago, IL
  St. Louis, MO
• 2007-07-02 → 2007-08-30
  Ameriprise Financial Services, Llc
  Chesterfield, MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-04-08
• S66 Uniform Combined State Law Examination
  2007-06-29

Designations

• Certified Financial Planner
• Chartered Financial Analyst