Matthew Schiller, financial advisor Independence OH
90 score

Matthew Schiller

CRD Number: 5973737
Current Firm: Arbor Point Advisors

Matthew Schiller (CRD# 5973737) is an Investment Advisor Representative working at Arbor Point Advisors in Independence, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Arbor Point Advisors Independence, OH Jan 2016 - Current < 1
Securities America, Inc. Independence, OH Dec 2015 - Current 1
Fifth Third Securities Brecksville, OH Dec 2013 - Dec 2015 2
Fifth Third Bank Brecksville, OH Apr 2013 - Dec 2015 2
Edward Jones St. Louis, MO Sep 2011 - Apr 2013 1
Firebox Research Beachwood, OH May 2011 - Aug 2011 < 1
Ruby Tuesday Bainbridge, OH Nov 2009 - Aug 2011 1
Hiram College Hiram, OH Aug 2008 - Nov 2009 1
Aeropostale Aurora, OH Nov 2007 - Aug 2008 < 1
Hiram College Hiram, OH Aug 2007 - Nov 2007 < 1
Chagrin Valley Country Club Chagrin Valley, OH Apr 2006 - Aug 2007 1
Xpress Painting Shaker Hieghts, OH Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Matthew S. Schiller
Phone Number: 402-399-9111
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    3,322
    ACCOUNTS
  • Average Account Value
    $166,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, 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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