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Matthew Butler

Charles Schwab & Co., Inc.

Annapolis, MD

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-09-13
  • MD RA
    APPROVED
    Since 2025-09-13

Branch Locations

1901 Towne Center Boulevard Suite 145, Annapolis, MD 21401 • 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
American Pool Columbia MD 05/2018 01/2021
University Of Maryland, Baltimore County Catonsville MD 10/2018 03/2023
Manpower Bethesda MD 01/2019 01/2021
Food Lion Rockville MD 05/2020 05/2022
Morgan Stanley Baltimore MD 05/2021 08/2021
T. Rowe Price Baltimore MD 05/2022 08/2022
Fidelity Investments Rockville MD 01/2023 08/2025
Full Time Education Rockville MD 01/2013 05/2018
Fidelity Investments Rockville MD 03/2025 08/2025
Charles Schwab & Co., Inc Annapolis MD 08/2025 Present
Charles Schwab Bank Annapolis MD 08/2025 Present
  • 05/2018 → 01/2021
    American Pool
    Columbia, MD
  • 10/2018 → 03/2023
    University Of Maryland, Baltimore County
    Catonsville, MD
  • 01/2019 → 01/2021
    Manpower
    Bethesda, MD
  • 05/2020 → 05/2022
    Food Lion
    Rockville, MD
  • 05/2021 → 08/2021
    Morgan Stanley
    Baltimore, MD
  • 05/2022 → 08/2022
    T. Rowe Price
    Baltimore, MD
  • 01/2023 → 08/2025
    Fidelity Investments
    Rockville, MD
  • 01/2013 → 05/2018
    Full Time Education
    Rockville, MD
  • 03/2025 → 08/2025
    Fidelity Investments
    Rockville, MD
  • 08/2025 → Present
    Charles Schwab & Co., Inc
    Annapolis, MD
  • 08/2025 → Present
    Charles Schwab Bank
    Annapolis, MD
Previous Registrations
  • 2025-03-31 → 2025-09-10
    Strategic Advisers Llc
    Glen Burnie, MD
    Rockville, MD
    Halethorpe, MD
    Boston, MA
  • 2023-06-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rockville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-25
  • S66 Uniform Combined State Law Examination
    2023-05-25
Other Names
  • Matthew D Butler
  • Matthew Drew Butler

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
MARINER INDEPENDENT · Annapolis, MD
EQUITABLE ADVISORS, LLC · ANNAPOLIS, MD
WELLS FARGO CLEARING SERVICES, LLC · ANNAPOLIS, MD

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