Best Investors Account Sign in

Matthew Michael Sutton

Schwab Wealth Advisory, Inc.

San Francisco, CA

Phoenix, AZ

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-08-31
  • AZ RA
    APPROVED
    Since 2022-08-31

Branch Locations

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

8040 South 48Th Street, Phoenix, AZ 85044 • 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
High Tide Seafood Bar And Grill Gilbert AZ 11/2017 01/2018
Elite Solar Concepts Phoenix AZ 07/2017 11/2017
Fleming's Prime Steakhouse And Wine Bar Chandler AZ 07/2006 07/2017
Vanguard Group Scottsdale AZ 06/2021 12/2021
Robinhood Markets, Inc. Tempe AZ 12/2021 06/2022
Charles Schwab & Co., Inc. Phoenix AZ 06/2022 Present
Schwab Wealth Advisory, Inc. Phoenix AZ 06/2022 Present
Vanguard Group Scottsdale AZ 06/2020 05/2021
Vanguard Group Scottsdale AZ 05/2019 06/2020
Vanguard Group Scottsdale AZ 01/2018 05/2019
  • 11/2017 → 01/2018
    High Tide Seafood Bar And Grill
    Gilbert, AZ
  • 07/2017 → 11/2017
    Elite Solar Concepts
    Phoenix, AZ
  • 07/2006 → 07/2017
    Fleming's Prime Steakhouse And Wine Bar
    Chandler, AZ
  • 06/2021 → 12/2021
    Vanguard Group
    Scottsdale, AZ
  • 12/2021 → 06/2022
    Robinhood Markets, Inc.
    Tempe, AZ
  • 06/2022 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 06/2022 → Present
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
  • 06/2020 → 05/2021
    Vanguard Group
    Scottsdale, AZ
  • 05/2019 → 06/2020
    Vanguard Group
    Scottsdale, AZ
  • 01/2018 → 05/2019
    Vanguard Group
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-30
S63 Uniform Securities Agent State Law Examination 2018-03-12
  • S66 Uniform Combined State Law Examination
    2022-08-30
  • S63 Uniform Securities Agent State Law Examination
    2018-03-12
Other Names
  • Matt Sutton
  • Matt M. Sutton
  • Matthew Sutton
  • Matthew M. Sutton

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor