Matthew
Gugliemini
Charles Schwab Investment Management, Inc
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Charles Schwab Investment Management, Inc Brokerage Details
$700,818,097,648
886
250,485
$2,797,845
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
Charles Schwab Investment Management
Charles Schwab Investment Advisory, Inc
Thomaspartners, Inc
Wells Fargo Bank
Wachovia Bank, N.A
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
San Francisco, CA
San Francisco, CA
San Francisco, CA
Boston, MA
Mission Viejo, CA
San Francisco, CA
San Francisco, CA
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.
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