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Matthew Batta

Charles Schwab & Co., Inc.

Boston, MA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-12
  • TX RA
    APPROVED
    Since 2025-12-12

Branch Locations

127 Congress Street Floor 01, Boston, MA 02110-2511 • 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
Fidelity Investments Merrimack NH 08/2021 10/2025
Cotuit Liquors Marstons Mills MA 06/2019 07/2021
Bleakley Financial Group Fairfield NJ 12/2020 01/2021
The Ridge Club Sandwich MA 06/2018 08/2018
Holly Ridge Golf Club Sandwich MA 06/2017 08/2017
Meetinghouse Package Store Sandwich MA 02/2015 05/2017
University Of New Hampshire Durham MA 08/2017 05/2021
Sandwich High School East Sandwich MA 09/2013 05/2017
Fidelity Investments Boston MA 03/2025 10/2025
Charles Schwab & Co., Inc Boston MA 12/2025 Present
Charles Schwab Bank Boston MA 12/2025 Present
Unemployed Boston MA 10/2025 12/2025
Full-Time Education Durham NH 08/2017 05/2021
Fidelity Investments Burlington MA 08/2023 10/2025
  • 08/2021 → 10/2025
    Fidelity Investments
    Merrimack, NH
  • 06/2019 → 07/2021
    Cotuit Liquors
    Marstons Mills, MA
  • 12/2020 → 01/2021
    Bleakley Financial Group
    Fairfield, NJ
  • 06/2018 → 08/2018
    The Ridge Club
    Sandwich, MA
  • 06/2017 → 08/2017
    Holly Ridge Golf Club
    Sandwich, MA
  • 02/2015 → 05/2017
    Meetinghouse Package Store
    Sandwich, MA
  • 08/2017 → 05/2021
    University Of New Hampshire
    Durham, MA
  • 09/2013 → 05/2017
    Sandwich High School
    East Sandwich, MA
  • 03/2025 → 10/2025
    Fidelity Investments
    Boston, MA
  • 12/2025 → Present
    Charles Schwab & Co., Inc
    Boston, MA
  • 12/2025 → Present
    Charles Schwab Bank
    Boston, MA
  • 10/2025 → 12/2025
    Unemployed
    Boston, MA
  • 08/2017 → 05/2021
    Full-Time Education
    Durham, NH
  • 08/2023 → 10/2025
    Fidelity Investments
    Burlington, MA
Previous Registrations
  • 2025-03-31 → 2025-11-04
    Strategic Advisers Llc
    Boston, MA
    Burlington, MA
    Boston, MA
  • 2021-12-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-08
  • S66 Uniform Combined State Law Examination
    2021-12-08
Other Names
  • Matt Batta

View on SEC IAPD

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CHRISTOPHER MICHAEL HAGAN
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JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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