Matthew
Gugliemini

Charles Schwab Investment Management, Inc

CRD#5547194
Investment Advisor
in Boston, MA

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About this Advisor

Matthew Gugliemini is a chartered financial analyst based out of Boston, Massachusetts, with a total of 11 years of financial industry experience. Gugliemini is an employee of Charles Schwab Investment Management, Inc. Throughout their career, they have worked at Wachovia Bank, N.A, Wells Fargo Advisors LLC, Thomaspartners, Inc, Wells Fargo Bank, Charles Schwab Investment Advisory, Inc and Charles Schwab Investment Management. Gugliemini has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Charles Schwab Investment Management, Inc is a financial advisory business that has its headquarters in Boston, Massachusetts. It has offices in 56 locations and a total of 886 financial advisors. It handles $701 billion in total assets among its 250,485 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 214 charitable organizations. Of its 250,485 accounts, 21% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Charles Schwab Investment Management, Inc has a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fee types charged by Charles Schwab Investment Management, Inc can include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

One International Place
Boston, MA 02110

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Charles Schwab Investment Management, Inc Brokerage Details

Total Assets Under Management

$700,818,097,648

MA Average: $7,578,581,321
Total Number of Employees

886

MA Average: 43
Total Number of Accounts

250,485

MA Average: 3,727
Average Account Size

$2,797,845

MA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Matthew Gugliemini Work History

Matthew has 11 years of experience.

2020 - Present (3 years)

Charles Schwab Investment Management

2018 - 2020 (2 years)

Charles Schwab Investment Advisory, Inc

2017 - 2018 (1 year)

Thomaspartners, Inc

2014 - 2017 (3 years)

Wells Fargo Bank

2011 - 2017 (6 years)

Wachovia Bank, N.A

2011 - 2014 (3 years)

Wells Fargo Advisors LLC

Disclosures

Matthew Gugliemini has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Charles Schwab Investment Management, Inc

Michael Morin
San Francisco, CA
Catherine Weigel
San Francisco, CA
Jamie Peek
San Francisco, CA
Thomas Mosel
Boston, MA
Kelly Johnson
Mission Viejo, CA
William Swerbenski
San Francisco, CA
Daniel Griffith
San Francisco, CA
Matthew Gugliemini
Boston, MA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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