Bryan Christopher Matson
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bryan Christopher Matson is an investment adviser representative with Charles Schwab & Co., Inc. in Chestnut Hill, MA, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Tumwater Wealth Management, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
4 states and territories
Idaho, Massachusetts, New York, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Full Time EducationSep 2014 – Jun 2018Danville, CA
- Los Panchos Mexican RestaurantJun 2017 – Apr 2019Danville, CA
- UnemployedJul 2018 – Aug 2018Danville, CA
- Full Time EducationSep 2018 – Jun 2020Pleasant Hill, CA
- Home DepotApr 2019 – Jun 2019Yuma, AZ
- Bridges Restaurant & BarAug 2019 – Oct 2019Danville, CA
- UnemployedJul 2020 – Aug 2020Boise, ID
- California State Polytechnic University, SLOSep 2020 – Mar 2022San Luis Obispo, CA
- Tree City Transport LLCSep 2021 – Nov 2021Meridian, ID
- UnemployedApr 2022 – May 2022Boise, ID
- Emerson ElectricMay 2022 – Feb 2023Boise, ID
- Charles Schwab & Co., Inc.Feb 2023 – Dec 2023Austin, TX
- Tumwater Wealth Management, LLCJan 2024 – Nov 2025Boise, ID
- Charles Schwab & Co., Inc.Dec 2025 – no end date reportedChestnut Hill, MA
- Charles Schwab BankDec 2025 – no end date reportedChestnut Hill, MA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryan Christopher Matson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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