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Matthew Ryan Hoskins

Schwab Wealth Advisory, Inc.

San Francisco, CA

CRD 5399636

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-07
CA RA APPROVED 2025-03-24
  • TX RA
    APPROVED
    Since 2026-05-07
  • CA RA
    APPROVED
    Since 2025-03-24

Branch Locations

425 Market Street Floor 17, San Francisco, CA 94105 • 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 & Co., Inc. San Francisco CA 07/2007 Present
Charles Schwab Bank Santa Rosa CA 08/2009 03/2025
Schwab Wealth Advisory, Inc San Francisco CA 03/2025 Present
  • 07/2007 → Present
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 08/2009 → 03/2025
    Charles Schwab Bank
    Santa Rosa, CA
  • 03/2025 → Present
    Schwab Wealth Advisory, Inc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-25
S63 Uniform Securities Agent State Law Examination 2007-09-26
  • S66 Uniform Combined State Law Examination
    2009-08-25
  • S63 Uniform Securities Agent State Law Examination
    2007-09-26

View on SEC IAPD

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