Matthew Gleisner, financial advisor Cary NC
90 score

Matthew Gleisner

CRD Number: 6135877
Current Firm: Charles Schwab & Company, Inc.

Matthew Gleisner (CRD# 6135877) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cary, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Raleigh, NC Jun 2015 - Current 1
Charles Schwab & Company, Inc. Raleigh, NC Nov 2012 - Current 4
Unemployed Greensboro, NC Dec 2011 - Nov 2012 < 1
Christopher Newport University Newport News, VA May 2011 - Dec 2011 < 1
Christopher Newport University Newport News, VA Aug 2010 - May 2011 < 1
Center For Creative Leadership Greensboro, NC May 2010 - Aug 2010 < 1
Christopher Newport University Newport News, VA Nov 2009 - May 2010 < 1
Christopher Newport University Newport News, VA Aug 2009 - Nov 2009 < 1
Center For Creative Leadership Greensboro, NC May 2009 - Aug 2009 < 1
Christopher Newport University Newport News, VA Aug 2008 - May 2009 < 1
Greenview Landscaping Greensboro, NC May 2008 - Aug 2008 < 1
Christopher Newport University Newport News, VA Aug 2007 - May 2008 < 1
Unemployed Greensboro, NC Jun 2007 - Aug 2007 < 1
Ragsdale High School Jamestown, NC Feb 2007 - Jun 2007 < 1
Zeko's Greensboro, NC Jun 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Matthew D. Gleisner
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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