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Matthew Plunkitt

Schwab Wealth Advisory, Inc.

Orlando, FL

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-24
  • FL RA
    APPROVED
    Since 2025-09-24

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • 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
Fidelity Investments The Villages FL 07/2014 07/2018
Fidelity Personal And Workplace Advisors The Villages FL 07/2018 03/2025
Fidelity Investments The Villages FL 03/2025 06/2025
Charles Schwab & Co., Inc. Orlando FL 08/2025 Present
Unemployed Oxford FL 06/2025 08/2025
Schwab Wealth Advisory Inc Orlando FL 08/2025 Present
  • 07/2014 → 07/2018
    Fidelity Investments
    The Villages, FL
  • 07/2018 → 03/2025
    Fidelity Personal And Workplace Advisors
    The Villages, FL
  • 03/2025 → 06/2025
    Fidelity Investments
    The Villages, FL
  • 08/2025 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 06/2025 → 08/2025
    Unemployed
    Oxford, FL
  • 08/2025 → Present
    Schwab Wealth Advisory Inc
    Orlando, FL
Previous Registrations
  • 2025-03-31 → 2025-06-18
    Strategic Advisers Llc
    Oxford, FL
    The Villages, FL
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    The Villages, FL
    Oxford, FL
  • 2016-02-02 → 2018-07-13
    Strategic Advisers Llc
    The Villages, FL
  • 2014-04-21 → 2014-09-25
    Global Financial Private Capital, Inc.
    The Villages, FL
    Sarasota, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-12-18
S65 Uniform Investment Adviser Law Examination 2014-03-04
  • S63 Uniform Securities Agent State Law Examination
    2014-12-18
  • S65 Uniform Investment Adviser Law Examination
    2014-03-04
Designations
Other Names
  • Matthew D Plunkitt
  • Matthew David Plunkitt

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC
BROOKSTONE CAPITAL MANAGEMENT LLC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL

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