Matthew Brizes

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

• 08/2023 → 11/2023
  Dominos Pizza
  Boulder, CO
• 06/2023 → 07/2023
  E.D.G.E. Marketing Services
  Denver, CO
• 05/2022 → 07/2022
  Red Tail Golf Club
  Avon, OH
• 03/2020 → 07/2020
  Royal Plastics Industries
  Mentor, OH
• 11/2022 → 06/2023
  Shredder Ski And Snowboard School
  Boulder, CO
• 06/2018 → 11/2019
  Minotti's Wine And Spirits
  Fairview Park, OH
• 11/2019 → 07/2020
  Marc's Grocery
  Westlake, OH
• 03/2020 → 07/2020
  Royal Plastics Industries
  Mentor, OH
• 08/2014 → 06/2018
  Unemployed
  Westlake, OH
• 07/2020 → 05/2021
  Full Time Education
  Boulder, CO
• 07/2022 → 11/2022
  Full Time Education
  Boulder, CO
• 05/2021 → 07/2021
  Marc's Grocery
  Westlake, OH
• 07/2021 → 05/2022
  Full Time Education
  Boulder, CO
• 11/2023 → 05/2024
  Full Time Education
  Boulder, CO
• 05/2024 → 08/2024
  Unemployed
  Boulder, CO
• 08/2024 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 07/2023 → 08/2023
  Unemployed
  Boulder, CO

Exams

• S66 Uniform Combined State Law Examination
  2026-02-19
• S63 Uniform Securities Agent State Law Examination
  2024-11-26

Other Names

• Matt Gerald Brizes