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Matthew L Naarden

Charles Schwab & Co., Inc.

Old Saybrook, CT

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-03-08
  • CT RA
    APPROVED
    Since 2024-03-08

Branch Locations

85 Main Street Suite 1, Old Saybrook, CT 06475 • 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. Old Saybrook CT 01/2021 Present
Bank Of America Corp. (Merrill Lynch) West Hartford CT 05/2018 11/2019
University Of Connecticut Storrs CT 08/2017 05/2020
Waters Edge Resort & Spa Westbrook CT 05/2016 05/2018
Texas Christian University Fort Worth TX 08/2015 05/2017
Umass Lowell Masters Program Lowell MA 09/2020 03/2022
War At The Shore Baseball Lyme CT 05/2020 09/2020
  • 01/2021 → Present
    Charles Schwab & Co., Inc.
    Old Saybrook, CT
  • 05/2018 → 11/2019
    Bank Of America Corp. (Merrill Lynch)
    West Hartford, CT
  • 08/2017 → 05/2020
    University Of Connecticut
    Storrs, CT
  • 05/2016 → 05/2018
    Waters Edge Resort & Spa
    Westbrook, CT
  • 08/2015 → 05/2017
    Texas Christian University
    Fort Worth, TX
  • 09/2020 → 03/2022
    Umass Lowell Masters Program
    Lowell, MA
  • 05/2020 → 09/2020
    War At The Shore Baseball
    Lyme, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-08
  • S66 Uniform Combined State Law Examination
    2024-03-08
Other Names
  • Matthew Naarden

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · OLD SAYBROOK, CT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OLD SAYBROOK, CT
EDWARD JONES · OLD SAYBROOK, CT
EDWARD JONES · OLD SAYBROOK, CT
KEY INVESTMENT SERVICES LLC · Old Saybrook, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Old Saybrook, CT
MAI CAPITAL MANAGEMENT, LLC · Old Saybrook, CT
KESTRA ADVISORY SERVICES, LLC · Old Saybrook, CT

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