Matthew Sayah Taheri

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 07/2015 → 02/2020
  Cuso Financial Services, Lp
  San Diego, CA
• 07/2015 → 02/2020
  University Federal Credit Union
  Austin, TX
• 04/2020 → 05/2020
  Bbva Usa
  Birmingham, AL
• 04/2020 → 05/2020
  Bbva Securities Inc
  Austin, TX
• 04/2020 → 05/2020
  Bbva Insurance Agency Inc
  Austin, TX
• 04/2020 → 05/2020
  Bbva Wealth Solutions, Inc.
  Austin, TX
• 05/2020 → 08/2021
  Fidelity Brokerage Services Llc
  Austin, TX
• 09/2021 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 09/2021 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2020-06-03 → 2021-09-03
  Fidelity Personal And Workplace Advisors
  Austin, TX
• 2020-04-22 → 2020-05-08
  Pnc Managed Account Solutions, Inc.
  Austin, TX
• 2015-08-21 → 2020-03-12
  Cuso Financial Services, L.P.
  Austin, TX
• 2006-09-05 → 2015-07-21
  Wells Fargo Clearing Services, Llc
  Alpharetta, GA
  Atlanta, GA
  Dunwoody, GA
  Atlanta, GA
  Atlanta, GA
  Roanoke, VA
  Bristol, VA
  Atlanta, GA
  Atlanta, GA
• 2005-09-02 → 2006-02-28
  First Command Brokerage Services, Inc.
  O'FAllon, IL
• 2004-04-05 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-28
• S63 Uniform Securities Agent State Law Examination
  1993-08-06

Other Names

• Masood Taheri
• Matt Taheri
• Matthew Sayah Taheri
• Matthew Taheri
• Matt Sayah Taheri