Matthew Aquino

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

• 06/2016 → 08/2017
  Camp Echo Bay
  New Rochelle, NY
• 05/2018 → 09/2018
  Barino's Market
  Bronx, NY
• 05/2019 → 08/2019
  Omega Engineering
  Norwalk, CT
• 12/2019 → 02/2020
  Uber Eats
  Fairfield, CT
• 02/2020 → 03/2020
  Smolin, Calbo, Davidson & Associates
  Stamford, CT
• 10/2020 → 01/2022
  Pwc
  Stamford, CT
• 04/2022 → 11/2023
  Cvs Health
  Woonsocket, RI
• 11/2023 → 03/2024
  Nypa
  White Plains, NY
• 03/2024 → 06/2024
  Primerica
  Bronx, NY
• 09/2016 → 05/2020
  Full Time Education
  Fairfield, CT
• 05/2020 → 10/2020
  Unemployed
  Bronx, NY
• 01/2022 → 04/2022
  Unemployed
  Bronx, NY
• 07/2024 → 09/2024
  Sanctuary Securities, Inc.
  Shrewsbury, NJ
• 11/2024 → Present
  Charles Schwab & Co., Inc.
  Stamford, CT
• 11/2024 → Present
  Charles Schwab Bank
  Stamford, CT

Other Businesses

1) Salesian High School|Investment Related: No|148 E Main Street, New Rochelle, New York, 10801, USA|Education|Financial Committee Member|9/1/2022|Less than 20 hour/month - 0 during trading hours|Assist Salesian High School in analyzing their budget, discussions on which banks to keep their money in, 2) Salesian High School|Investment Related: No|148 East Main Street, New Rochelle, New York, 10801, USA|Education|Advancement Committee Member|9/1/2023|Less than 20 hour/month - 0 during trading hours|Sit in on and takes notes for meetings for the School's Advancement Committee. Discuss fundraising efforts and alumni events.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-01

Other Names

• Matthew Maurice Aquino