Matthew
Kuss
Charles Schwab Investment Management, Inc
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About this Advisor
Matthew Kuss is a financial advisor based in New York, New York, working with Charles Schwab Investment Management, Inc. Matthew has previously held positions at Samson Capital Advisors, Wasmer Schroeder, and Charles Schwab Investment Management, Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Pennsylvania. Currently, Matthew is part of Charles Schwab Investment Management, Inc, which operates out of New York, New York. The firm has 107 offices and 857 employees. The firm manages assets totaling $1.1 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Charles Schwab Investment Management, Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Charles Schwab Investment Management, Inc Brokerage Details
$1,098,805,397,188
857
304,509
$3,608,450
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 Kuss Work History
Charles Schwab Investment Management, Inc
Wasmer Schroeder
Samson Capital Advisors
Disclosures
Please visit the SEC profile of Matthew Kuss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Charles Schwab Investment Management, Inc
San Francisco, CA
San Francisco, CA
Lone Tree, CO
San Francisco, CA
San Francisco, CA
San Francisco, CA
Lone Tree, CO
San Francisco, CA
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