Best Investors Account Sign in
Inactive

Matthew Joseph Kuss

Charles Schwab Investment Management, Inc

Montclair, NJ

San Francisco, CA

CRD 3237056

Claim This Profile
Employer firm

Charles Schwab Investment Management, Inc CRD 106753

$1.72T regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab Investment Management, Inc

425 Market Street Suite 1700, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-06-12
NY RA APPROVED 2021-07-08
PA RA APPROVED 2020-11-13
  • NJ RA
    APPROVED
    Since 2026-06-12
  • NY RA
    APPROVED
    Since 2021-07-08
  • PA RA
    APPROVED
    Since 2020-11-13

Branch Locations

Montclair, NJ • United States

425 Market Street Suite 1700, San Francisco, CA 94105 • 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
Wasmer Schroeder New York NY 08/2015 06/2020
Charles Schwab Investment Management, Inc. Montclair NJ 07/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-13
S63 Uniform Securities Agent State Law Examination 1999-08-12
  • S65 Uniform Investment Adviser Law Examination
    2020-11-13
  • S63 Uniform Securities Agent State Law Examination
    1999-08-12
Other Names
  • Matt Kuss

View on SEC IAPD

More in Montclair, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor