Dylan Matthew Monger

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

• 05/2015 → 12/2021
  Yelp
  Scottsdale, AZ
• 06/2023 → 12/2023
  Harkins Theatres
  Peoria, AZ
• 01/2022 → 06/2023
  Ziprecruiter
  Glendale, AZ
• 01/2024 → 02/2024
  Hibu
  Cedar Rapids, IA
• 03/2024 → Present
  Charles Schwab & Co., Inc
  Phoenix, AZ

Other Businesses

1) DoorDash|Investment Related: No|Restaurant/Food Services|Dasher|5/1/2024|Less than 20 hour/month - 0 during trading hours|Deliver food and grocery orders to residencies

Exams

• S66 Uniform Combined State Law Examination
  2025-09-22
• S63 Uniform Securities Agent State Law Examination
  2024-07-31