Matthew R Morrell

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 04/2014 → 06/2020
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 04/2014 → 12/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 11/2021
  Usaa Investment Management Company
  Phoenix, AZ
• 12/2020 → 11/2021
  Usaa Life Insurance Company
  Phoenix, AZ
• 11/2021 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 11/2021 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2021-11-05
  Usaa Investment Services Company
  San Antonio, TX
  Phoenix, AZ
• 2014-05-15 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
• 2012-08-20 → 2014-04-14
  Edward Jones
  Tempe, AZ
  Glendale, AZ
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2012-07-12

Other Names

• Matthew Ryan Morrell