Matthew Choma (CRD# 6530778) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Washington, DC and has over 8 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Washington, DC | Mar 2017 - Current | 7 |
| Charles Schwab & Company, Inc. | Washington, DC | Jul 2015 - Current | 8 |
| Cinemark | La Quinta, CA | May 2015 - Jul 2015 | < 1 |
| Dominican University Of California | San Rafael, CA | Jan 2015 - May 2015 | < 1 |
| Private Ocean Wealth Management | San Rafael, CA | Jan 2015 - May 2015 | < 1 |
| Cinemark | San Rafael, CA | Nov 2014 - May 2015 | < 1 |
| Dominican University Of California Institute For Leader. Studies | San Rafael, CA | Aug 2013 - May 2015 | 1 |
| Dominican Universtiy Of California | San Rafael, CA | Aug 2011 - May 2015 | 3 |
| Gilardi & Co, LLC | San Rafael, CA | Oct 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- DC
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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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