Matthew Sayah Taheri

CRD 2375426 · Charles Schwab & Co., Inc. · Austin, TX

IA RegisteredBroker

Also appears in the source record as: Masood Taheri; Matt Sayah Taheri; Matthew Taheri; Matt Taheri

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 6Series 24Series 65Series 63
Registered states (28): Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Hawaii · Illinois · Louisiana · Massachusetts · Michigan · Minnesota · Missouri · Nevada · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Vermont · Virginia · Wisconsin
Years in the industry (source record): 32
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2375426 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (17)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Austin, TX · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Austin, TX · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Austin, TX · IA capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Austin, TX · IA capacity

Jun 3, 2020 → Sep 3, 2021
Fidelity Brokerage Services LLC
Austin, TX · BC capacity

May 26, 2020 → Aug 30, 2021
Bbva Wealth Solutions Inc.
Austin, TX · IA capacity

Apr 22, 2020 → May 8, 2020
Bbva Securities Inc.
Austin, TX · BC capacity

Apr 22, 2020 → May 8, 2020
Cuso Financial Services, L.P.
Austin, TX · IA capacity

Aug 21, 2015 → Mar 12, 2020
Cuso Financial Services, L.P.
Austin, TX · BC capacity

Jul 29, 2015 → Mar 12, 2020
Wells Fargo Advisors, LLC
Alpharetta, GA · IA capacity

Sep 5, 2006 → Jul 21, 2015
Wells Fargo Advisors, LLC
Alpharetta, GA · BC capacity

Jul 20, 2006 → Jul 21, 2015
First Command Financial Planning, Inc.
O'fallon, IL · IA capacity

Sep 2, 2005 → Feb 28, 2006
First Command Financial Planning, Inc.
Fort Worth, TX · BC capacity

Jan 18, 2000 → Feb 28, 2006
First Command Bank
Fort Worth, TX · IA capacity

Apr 5, 2004 → Sep 2, 2005
Intersecurities, Inc.
Philadelphia, PA · BC capacity

Jul 21, 1994 → Jan 11, 2000
Metropolitan Life Insurance Company
New York, NY · BC capacity

Aug 3, 1993 → Mar 25, 1994
Metlife Securities Inc.
Springfield, MA · BC capacity

Aug 3, 1993 → Mar 25, 1994

Source & corrections

Where this page comes from

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