Matthew Zacarias, financial advisor Santa Rosa CA
90 score

Matthew Zacarias

CRD Number: 5890837
Current Firm: Charles Schwab & Company, Inc.

Matthew Zacarias (CRD# 5890837) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Santa Rosa, CA May 2013 - Current 3
Charles Schwab & Company, Inc. Santa Rosa, CA Feb 2011 - Current 5
Modern Woodmen Of America Wilmington, OH Jan 2010 - Jan 2011 1
Total Quality Logistics Cincinnati, OH Jun 2009 - Dec 2009 < 1
Indiana University Bloomington, IN Aug 2004 - May 2009 4
Hsbc Elmhurst, IL Dec 2007 - Jan 2008 < 1
Hsbc Elmhurst, IL May 2007 - Aug 2007 < 1
Hsbc Indianapolis, IN Dec 2006 - Jan 2007 < 1
Hsbc Carmel, IN May 2006 - Aug 2006 < 1
Indiana University Bloomington, IN Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Matthew R. Zacarias
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • WI
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
90
Clean Record
This advisor has a clean track record with regulators.

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