Matthew Short, financial advisor Allentown PA
90 score

Matthew Short

CRD Number: 6151938
Current Firm: Charles Schwab & Company, Inc.

Matthew Short (CRD# 6151938) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Allentown, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Allentown, PA Oct 2017 - Current < 1
Charles Schwab & Company, Inc. Allentown, PA Oct 2017 - Current < 1
Pnc Investments LLC Devon, PA Feb 2015 - Oct 2017 2
Edward Jones St. Louis, MO Jan 2013 - Jan 2015 2
Bnai Israel Community Day School Gainesville, FL Jun 2007 - Jan 2013 5
University Of Florida Gainesville, FL May 2010 - Dec 2012 2
Santa Fe College Gainesville, FL Aug 2008 - Apr 2010 1
Buchholz High School Gainesville, FL Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Matthew R. Short
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • PA
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, 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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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