Matthew Schultz, financial advisor Pittsburgh PA

Matthew Schultz

CRD Number: 6541648
Current Firm: Wells Fargo Clearing Services, LLC

Matthew Schultz (CRD# 6541648) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Pittsburgh, PA and has over 2 years of experience in the finance industry.

Similar Advisors
James Greno, financial advisor Pittsburgh PA
James R. Greno
CRD# 3221992
Cetera Advisor Networks LLC
Similar Advisors
C. Ellis, financial advisor Pittsburgh PA
C. S. Ellis
CRD# 1549189
Centauri Advisory Group, Inc.
Similar Advisors
Patrick Aaron, financial advisor Pittsburgh PA
Patrick E. Aaron
CRD# 5335512
Avantax Advisory Services
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Pittsburgh, PA Jan 2019 - Current 2
Clarion University Of Pennsylvania Claroin, PA Aug 2014 - Mar 2019 4
Wells Fargo Advisors Clarion, PA Oct 2016 - Sep 2018 1
Clarion University Recreational Center Clarion, PA Apr 2015 - May 2018 3
Leyo's Supermarket Coalport, PA Jun 2013 - May 2015 1
Glendale School District Flinton, PA Aug 2001 - Jun 2014 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Matthew L. Schultz
Phone Number: 314-875-3000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.