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Matthew Michael Stevens

Schwab Wealth Advisory, Inc.

Bellevue, WA

CRD 6403861

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-07-16
  • WA RA
    APPROVED
    Since 2025-07-16

Branch Locations

11100 Ne 8Th St. Suite#300, Bellevue, WA 98004 • 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. Bellevue WA 02/2015 Present
Charles Schwab Bank, Ssb Seattle WA 05/2016 07/2025
Schwab Wealth Advisory, Inc. Bellevue WA 07/2025 Present
  • 02/2015 → Present
    Charles Schwab & Co., Inc.
    Bellevue, WA
  • 05/2016 → 07/2025
    Charles Schwab Bank, Ssb
    Seattle, WA
  • 07/2025 → Present
    Schwab Wealth Advisory, Inc.
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-20
  • S66 Uniform Combined State Law Examination
    2015-07-20
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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