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Matthew Charles Burnett

Schwab Wealth Advisory, Inc.

Boston, MA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-22
TX RA APPROVED 2025-10-07
  • MA RA
    APPROVED
    Since 2025-10-22
  • TX RA
    APPROVED
    Since 2025-10-07

Branch Locations

One International Place, Boston, MA 02110 • 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
The Vanguard Group, Inc. Scottsdale AZ 11/2016 07/2020
Unemployed Tucson AZ 05/2016 11/2016
Charles Schwab & Co., Inc. Phoenix AZ 07/2020 Present
Schwab Wealth Advisory Inc Phoenix AZ 08/2022 Present
  • 11/2016 → 07/2020
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 05/2016 → 11/2016
    Unemployed
    Tucson, AZ
  • 07/2020 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 08/2022 → Present
    Schwab Wealth Advisory Inc
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-19
S63 Uniform Securities Agent State Law Examination 2016-12-30
  • S66 Uniform Combined State Law Examination
    2022-12-19
  • S63 Uniform Securities Agent State Law Examination
    2016-12-30
Designations
Other Names
  • Matt Burnett
  • Matthew Burnett
  • Matthew Charles Burnett
  • Matt C Burnett
  • Matthew C Burnett

View on SEC IAPD

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NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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