Matthew Thomas Petrosky

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

• 04/2018 → 06/2024
  Td Ameritrade
  Austin, TX
• 10/2017 → 04/2018
  Tommy Bahama Restaurant
  Plano, TX
• 03/2017 → 10/2017
  Crossmark
  Plano, TX
• 03/2015 → 03/2017
  Outback Steakhouse
  Frisco, TX
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Austin, TX
• 05/2019 → 06/2024
  Td Ameritrade Investment Management Llc
  Austin, TX
• 05/2024 → Present
  Charles Schwab Banks Ssb
  Austin, TX

Previous Registrations

• 2019-05-06 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Southlake, TX
  Austin, TX
  Austin, TX
• 2019-05-06 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Austin, TX
  Austin, TX

Other Businesses

1) Matthew Petrosky Food and Beverage | Investment Related:No|Food/Beverage Production|Self-Employed Owner|4/24/2025|Less than 20|0|Making packaging and canning vegetable goods for sale

Exams

• S66 Uniform Combined State Law Examination
  2019-05-03
• S63 Uniform Securities Agent State Law Examination
  2018-05-25

Other Names

• Matthew Petrosky
• Matthew Thomas Petrosky
• Matt Petrosky