Mathew Christian Tracy

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → 08/2022
  Charles Schwab And Co., Inc.
  Lone Tree, CO
• 11/2017 → 11/2019
  Obria Medical Clinics
  Lebanon, OR
• 08/2017 → 04/2018
  Pizza Hut
  Lebanon, OR
• 02/2015 → 12/2016
  Weyerhauser
  Lebanon, OR
• 09/2017 → 06/2019
  Oregon State University
  Corvallis, OR
• 09/2015 → 06/2017
  Linn Benton Community College
  Albany, OR
• 12/2016 → 01/2017
  Ups
  Albany, OR
• 04/2017 → 08/2017
  Target
  Albany, OR
• 08/2022 → 03/2023
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 03/2023 → 04/2025
  Morgan Stanley
  Lake Oswego, OR
• 04/2025 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ
• 04/2025 → Present
  Charles Schwab & Co, Inc
  Phoenix, AZ

Previous Registrations

• 2023-03-31 → 2025-04-22
  Morgan Stanley
  Portland, OR
  Lake Oswego, OR
• 2022-11-28 → 2023-03-14
  Buckingham Strategic Wealth, Llc
  Bend, OR
  St Louis, MO

Other Businesses

1) Obria Medical Clinics | Investment Related:No|136 W Vine St|Lebanon|OR|97355|USA|Nonprofit Charitable Organizations|Temporary - Consulting|5/30/2026|Less than 20|0|help creating diagrams showing organizational structure, compile different data sights to identify target markets for expanding locations,

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-26
• S63 Uniform Securities Agent State Law Examination
  2020-08-20

Other Names

• Mathew C Tracy