Matthew Coto, financial advisor Orlando FL
89 score

Matthew Coto

CRD Number: 6164825
Current Firm: Charles Schwab & Company, Inc.

Matthew Coto (CRD# 6164825) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Orlando, FL Nov 2014 - Current 2
Universal Orlando Orlando, FL Mar 2001 - Current 15
Suntrust Investment Services, Inc. Atlanta, GA Apr 2014 - Nov 2014 < 1
Suntrust Investment Services, Inc. Atlanta, GA Feb 2013 - Apr 2014 1
Suntrust Bank Orlando, FL Jul 2003 - Feb 2013 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Matthew J. Coto
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
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
89
Clean Record
This advisor has a clean track record with regulators.

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