Matthew David Simonetti

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

• 02/2022 → 07/2022
  Cross Country Mortgage
  Scottsdale, AZ
• 03/2015 → 10/2021
  San Diego Padres Baseball Club
  Peoria, AZ
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2022 → 11/2022
  Unemployed
  Castle Rock, CO
• 11/2021 → 01/2022
  Unemployed
  Phoenix, AZ
• 05/2025 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-03-13

Other Names

• Matt Simonetti
• Matthew Simonetti