Matthew Bauer (CRD# 5808781) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Albuquerque, NM and has over 8 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2376474
Cuso Financial Services
CRD# 4186264
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank Ssb | Santa Fe, NM | Oct 2017 - Current | 6 |
| Charles Schwab & Company, Inc. | Santa Fe, NM | Jun 2015 - Current | 8 |
| Unemployed | Tempe, AZ | Feb 2015 - Jun 2015 | < 1 |
| Fiat Of Mckinney | Mckinney, TX | Oct 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- NM
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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