Best Investors Account Sign in

Matthew Lodato

Charles Schwab & Co., Inc.

Paramus, NJ

CRD 6372750

Claim This Profile
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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-05
  • NJ RA
    APPROVED
    Since 2026-05-05

Branch Locations

155 Route 17, Paramus, NJ 07652-2903 • 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
Wells Fargo Clearing Services, Llc Manalapan NJ 03/2025 11/2025
Wells Fargo Bank, Na Manalapan NJ 03/2022 04/2025
Valley Bank Highlands NJ 06/2021 03/2022
Uber Old Bridge NJ 08/2024 08/2024
Wells Fargo Bank Marlboro NJ 10/2015 06/2021
Charles Schwab & Co., Inc Paramus NJ 11/2025 Present
Charles Schwab Bank Paramus NJ 11/2025 Present
  • 03/2025 → 11/2025
    Wells Fargo Clearing Services, Llc
    Manalapan, NJ
  • 03/2022 → 04/2025
    Wells Fargo Bank, Na
    Manalapan, NJ
  • 06/2021 → 03/2022
    Valley Bank
    Highlands, NJ
  • 08/2024 → 08/2024
    Uber
    Old Bridge, NJ
  • 10/2015 → 06/2021
    Wells Fargo Bank
    Marlboro, NJ
  • 11/2025 → Present
    Charles Schwab & Co., Inc
    Paramus, NJ
  • 11/2025 → Present
    Charles Schwab Bank
    Paramus, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-04
S63 Uniform Securities Agent State Law Examination 2025-07-15
  • S66 Uniform Combined State Law Examination
    2026-05-04
  • S63 Uniform Securities Agent State Law Examination
    2025-07-15
Other Names
  • Matthew S Lodato
  • Matthew Salvatore Lodato
  • Matthew Lodato

View on SEC IAPD

More in Paramus, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor