Matthew Shreve Collier

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-12-15
TX	RA	APPROVED	2025-12-15

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America, N.A.	Pennington	NJ	12/2009	08/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	11/2009	08/2018
Blackrock	Princeton	NJ	08/2018	04/2022
Blackrock Investments, Llc	Princeton	NJ	08/2018	04/2022
Crowdstreet Catpial, Inc.	Austin	TX	05/2022	09/2022
Crowdstreet Advisors, Llc	Austin	TX	05/2022	09/2022
N/A	Langhorne	PA	10/2022	11/2022
Charles Schwab & Co., Inc.	Langhorne	PA	11/2022	Present
Schwab Wealth Advisory, Inc	Langhorne	PA	12/2025	Present

12/2009 → 08/2018

Bank Of America, N.A.

Pennington, NJ
11/2009 → 08/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
08/2018 → 04/2022

Blackrock

Princeton, NJ
08/2018 → 04/2022

Blackrock Investments, Llc

Princeton, NJ
05/2022 → 09/2022

Crowdstreet Catpial, Inc.

Austin, TX
05/2022 → 09/2022

Crowdstreet Advisors, Llc

Austin, TX
10/2022 → 11/2022

N/A

Langhorne, PA
11/2022 → Present

Charles Schwab & Co., Inc.

Langhorne, PA
12/2025 → Present

Schwab Wealth Advisory, Inc

Langhorne, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-12-19