Matthew Petrosky (CRD# 6934300) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 6 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Banks Ssb | Austin, TX | May 2024 - Current | < 1 |
| Charles Schwab And Company, Inc. | Austin, TX | Dec 2022 - Current | 1 |
| Td Ameritrade Investment Management LLC | Austin, TX | May 2019 - Jun 2024 | 5 |
| Td Ameritrade | Austin, TX | Apr 2018 - Jun 2024 | 6 |
| Tommy Bahama Restaurant | Plano, TX | Oct 2017 - Apr 2018 | < 1 |
| Crossmark | Plano, TX | Mar 2017 - Oct 2017 | < 1 |
| Outback Steakhouse | Frisco, TX | Mar 2015 - Mar 2017 | 2 |
| Olive Garden | Frisco, TX | Nov 2014 - Mar 2015 | < 1 |
| Amp Marketing | Dallas, TX | Aug 2014 - Nov 2014 | < 1 |
| Genghis Grill Mongolian Grill | Mckinney, TX | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2018 |
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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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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