Matthew Stange (CRD# 5121773) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 9 years of experience in the finance industry. Matthew Stange 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# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Orlando, FL | May 2021 - Current | 2 |
| Schwab Private Client Investment Advisory, Inc. | Orlando, FL | May 2021 - Current | 2 |
| Raymond James Financial Services Advisors Inc. | Deland, FL | Aug 2018 - May 2021 | 2 |
| Raymond James Financial Services, Inc. | Deland, FL | May 2018 - May 2021 | 3 |
| Fleishel Financial Associates, Inc. | Deland, FL | May 2018 - May 2021 | 3 |
| Keyes, Stange & Wooten Wealth Management, LLC | Daytona Beach, FL | Aug 2014 - May 2018 | 3 |
| Keyes, Stange & Wooten Cpa Firm, LLC | Daytona Beach, FL | Aug 2014 - May 2018 | 3 |
| Mad Hatters Management, LLC | Daytona Beach, FL | Aug 2014 - May 2018 | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2014 - Mar 2015 | < 1 |
| Lpl | Tampa, FL | Jun 2014 - Aug 2014 | < 1 |
| Raymond James Financial Services | St. Petersburg, FL | Jan 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
| S63 | Uniform Securities State Law Examination | Oct 2020 |
- FL
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, 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, WY
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