Matteo Liccardo

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-10-04

FL RA
APPROVED

Since 2024-10-04

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Erickson Living	Pompton Plains	NJ	02/2014	08/2022
Charles Schwab & Co., Inc.	Orlando	FL	08/2022	Present
Schwab Wealth Advisory, Inc.	Orlando	FL	09/2024	Present

02/2014 → 08/2022

Erickson Living

Pompton Plains, NJ
08/2022 → Present

Charles Schwab & Co., Inc.

Orlando, FL
09/2024 → Present

Schwab Wealth Advisory, Inc.

Orlando, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-27
S63	Uniform Securities Agent State Law Examination	2022-12-30

S66 Uniform Combined State Law Examination

2023-11-27
S63 Uniform Securities Agent State Law Examination

2022-12-30

Designations

View on SEC IAPD

Current Employers

Schwab Wealth Advisory, Inc.

Disclosures

Employment History

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews