Mathew Petty, financial advisor Lone Tree CO

Mathew Petty

CRD Number: 5189080
Current Firm: Charles Schwab Investment Management, Inc.

Mathew Petty (CRD# 5189080) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Lone Tree, CO and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Charles Schwab Investment Management, Inc. Lone Tree, CO Jan 2020 - Current 4
Charles Schwab Investment Advisory, Inc. Lone Tree, CO Jan 2010 - Jul 2020 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Mathew T. Petty
Phone Number: 415-667-9200
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    782,621
    MILLIONS
  • Total Number of Accounts
    242,041
    ACCOUNTS
  • Average Account Value
    $3,233,423
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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