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Matthew Kalman Magdich

Schwab Wealth Advisory, Inc.

Indianapolis, IN

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-11
IN RA APPROVED 2019-01-11
  • TX RA
    APPROVED_RES
    Since 2021-01-11
  • IN RA
    APPROVED
    Since 2019-01-11

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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. Indianapolis IN 05/2008 Present
Schwab Private Client Investment Advisory, Inc Indianapolis IN 01/2012 01/2017
Schwab Wealth Advisory, Inc. Indianapolis IN 01/2019 Present
  • 05/2008 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 01/2012 → 01/2017
    Schwab Private Client Investment Advisory, Inc
    Indianapolis, IN
  • 01/2019 → Present
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
Previous Registrations
  • 2012-01-03 → 2017-01-17
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
  • 2005-09-15 → 2007-04-02
    Wells Fargo Investments, Llc
    Bluffton, IN
    Fort Wayne, IN
    Decatur, IN
    Fort Wayne, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-13
  • S66 Uniform Combined State Law Examination
    2005-09-13
Other Names
  • Matthew Magdich
  • Matthew K Magdich
  • Matthew K Magdich

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

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Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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