1St Global Advisors Inc
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About this Advisor
Matthew Schanz is a certified financial planner in Raleigh, North Carolina. Currently a registered financial advisor with 1St Global Advisors Inc, Schanz has 14 years of work experience as a financial advisor. Schanz has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Schanz is registered to advise clients in North Carolina. During their career, Schanz has held roles at Appalachian State University, Cornerstone Wealth Management, Hughes Pittman & Gupton Llp, Blackman And Sloop Cpas Pa, University Of North Carolina At Wilmington, The Strategic Financial Alliance, Inc, Hpg Wealthcare Advisors, LLC, 1St Global Capital Corp and 1St Global Advisors, Inc. 1St Global Advisors Inc is headquartered in Raleigh, North Carolina, and has 436 additional offices in the nation. As a registered advisory firm, 1St Global Advisors Inc manages $10 billion in assets throughout 28,955 accounts and retains more than 1,049 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 24,397 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. 1St Global Advisors Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
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1St Global Advisors Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matthew Schanz Work History
Matthew has 14 years of experience.
Hpg Wealthcare Advisors, LLC
1St Global Capital Corp
1St Global Advisors, Inc
Cornerstone Wealth Management
The Strategic Financial Alliance, Inc
Hughes Pittman & Gupton Llp
Blackman And Sloop Cpas Pa
Appalachian State University
University Of North Carolina At Wilmington
Matthew Schanz has no disclosures.
Please visit their SEC profile for more details.