Matthew SchultzCRD 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.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
Avantax Advisory Services
|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|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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