Best Investors Account Sign in
Inactive

Matthew A Mccoll

Schwab Wealth Advisory, Inc.

Westlake, TX

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-15
  • TX RA
    APPROVED
    Since 2025-12-15

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Massmutual Springfield MA 01/2018 04/2019
Mml Investors Services, Llc Springfield MA 04/2018 04/2019
Matthew A. Mccoll, Jd, Llm Attorney At Law Naugatuck CT 07/2011 01/2018
Turnbridge New Haven CT 02/2013 01/2018
Charles Schwab & Co., Inc. Westlake TX 06/2020 Present
Self Employed Naugatuck CT 04/2019 05/2020
Schwab Wealth Advisory, Inc. Westlake TX 12/2025 Present
  • 01/2018 → 04/2019
    Massmutual
    Springfield, MA
  • 04/2018 → 04/2019
    Mml Investors Services, Llc
    Springfield, MA
  • 07/2011 → 01/2018
    Matthew A. Mccoll, Jd, Llm Attorney At Law
    Naugatuck, CT
  • 02/2013 → 01/2018
    Turnbridge
    New Haven, CT
  • 06/2020 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 04/2019 → 05/2020
    Self Employed
    Naugatuck, CT
  • 12/2025 → Present
    Schwab Wealth Advisory, Inc.
    Westlake, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-19
  • S65 Uniform Investment Adviser Law Examination
    2025-11-19
Other Names
  • Matthew Adams Mccoll
  • Matthew A Mccoll
  • Matt Mccoll

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor