Matthew Billitti, financial advisor Vero Beach FL
93 score

Matthew Billitti

CRD Number: 3019446
Current Firm: Charles Schwab & Company, Inc.

Matthew Billitti (CRD# 3019446) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Vero Beach, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Vero Beach, FL Feb 2005 - Current 11
Charles Schwab & Company, Inc. Vero Beach, FL Jan 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S66 NASAA Uniform Combined State Law Examination Jun 2003
Contact Info for Matthew V. Billitti
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
  • NJ
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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