Matthew Bungo, financial advisor Portland OR
93 score

Matthew Bungo

CRD Number: 5579570
Current Firm: Charles Schwab & Company, Inc.

Matthew Bungo (CRD# 5579570) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portland, OR and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
The Metropolitan Opera New York, NY Jul 2015 - Current 1
Bungo Bar New York, NY Aug 2013 - Current 3
Charles Schwab Bank Portland, OR Jul 2013 - Current 3
Charles Schwab & Co, Inc. Portland, OR Nov 2009 - Current 7
Axa Advisors LLC New York, NY Jul 2008 - Nov 2009 1
Nts, LLC Houston, TX Jun 2007 - Jun 2008 1
Texas State University San Marcos, TX May 2003 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Matthew J. Bungo
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • OR
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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