Matthew A Clearman

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

• 03/2016 → 03/2020
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 04/2021 → 09/2021
  Fidelity Investments
  Phoenix, AZ
• 03/2020 → 04/2021
  Unemployed
  Phoenix, AZ
• 10/2021 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-05-12
• S63 Uniform Securities Agent State Law Examination
  2016-09-14

Designations

• Certified Financial Planner

Other Names

• Alex Clearman
• Matthew Alexander Clearman
• Matthew Clearman
• Matthew Alex Clearman