Matthew Layman

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

• 10/2021 → 11/2025
  Fidelity Investments
  Westlake, TX
• 08/2021 → 10/2021
  Unemployed
  Dallas, TX
• 09/2020 → 08/2021
  Done Marketing Inc
  Dallas, TX
• 02/2017 → 08/2020
  Bonneville International
  Phoenix, AZ
• 01/2016 → 05/2017
  Arizona State University
  Tempe, AZ
• 01/2015 → 05/2017
  Arizona State University
  Phoenix, AZ
• 08/2018 → 10/2021
  Rev.COm, Inc
  Dallas, TX
• 03/2025 → 11/2025
  Fidelity Investments
  Boston, MA
• 12/2025 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2025-03-31 → 2025-12-04
  Strategic Advisers Llc
  Chandler, AZ
  Boston, MA
• 2022-03-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-03-02

Other Names

• Matt Layman
• Matthew James Layman