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Matthew Richard Schooley

Charles Schwab Investment Management, Inc

Lone Tree, CO

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Current Employers
Charles Schwab Investment Management, Inc

425 Market Street Suite 1700, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-04
  • CO RA
    APPROVED
    Since 2026-06-04

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124-5377 • 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 Investment Management, Inc. Lone Tree CO 07/2025 Present
Charles Schwab & Co., Inc. Lone Tree CO 07/2017 03/2021
Charles Schwab Investment Advisory Lone Tree CO 03/2021 12/2021
Charles Schwab & Co., Inc. Lone Tree CO 12/2021 07/2025
Wellington Management Company Llp Boston MA 01/2014 07/2017
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-12-13
  • S63 Uniform Securities Agent State Law Examination
    2023-12-13
Designations
Other Names
  • Matt Schooley

View on SEC IAPD

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