Matthew Sattler (CRD# 6454874) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 7 years of experience in the finance industry. Matthew Sattler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | Corte Madera, CA | Aug 2021 - Current | 2 |
Charles Schwab Bank, Ssb | Corte Madera, CA | Aug 2021 - Current | 2 |
Edward Jones | Novato, CA | Feb 2017 - Aug 2021 | 4 |
Unemployed | Novato, CA | Jan 2017 - Feb 2017 | < 1 |
Integenx Inc. | Pleasanton, CA | Sep 2016 - Dec 2016 | < 1 |
Unemployed | Novato, CA | Apr 2016 - Sep 2016 | < 1 |
Datatel Inc. | Mill Valley, CA | Sep 2015 - Apr 2016 | < 1 |
Unemployed | Novato, CA | Aug 2015 - Sep 2015 | < 1 |
Valley Oak Wealth Management | Novato, CA | Apr 2015 - Aug 2015 | < 1 |
Unemployed | Novato, CA | Dec 2014 - Apr 2015 | < 1 |
Nelson Staffing | Sausalito, CA | Aug 2014 - Dec 2014 | < 1 |
Unemployed | Novato, CA | Jun 2014 - Aug 2014 | < 1 |
Cal Poly Slo | San Luis Obispo, CA | Sep 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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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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