Matthew
Schanz

1St Global Advisors Inc

CRD#6382829
Investment Advisor
in Raleigh, NC
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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

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

1500 Sunday Drive Suite 300
Raleigh, NC 27607

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1St Global Advisors Inc Brokerage Details

Total Assets Under Management

$9,997,015,164

NC Average: $3,042,739,679
Total Number of Employees

1,049

NC Average: 49
Total Number of Accounts

28,955

NC Average: 2,315
Average Account Size

$345,260

NC Average: $1,314,358

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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.

2017 - Present (2 years)

Hpg Wealthcare Advisors, LLC

2017 - Present (2 years)

1St Global Capital Corp

2017 - Present (2 years)

1St Global Advisors, Inc

2014 - 2017 (3 years)

Cornerstone Wealth Management

2014 - 2017 (3 years)

The Strategic Financial Alliance, Inc

2013 - 2014 (1 year)

Hughes Pittman & Gupton Llp

2010 - 2013 (3 years)

Blackman And Sloop Cpas Pa

2009 - 2010 (1 year)

Appalachian State University

2004 - 2008 (4 years)

University Of North Carolina At Wilmington

Disclosures

Matthew Schanz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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