Matthew A McColl
Investment Adviser Representative at Schwab Wealth Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew A. McColl is an investment adviser representative with Schwab Wealth Advisory, Inc. in Westlake, TX, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with Charles Schwab & Co., Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 169
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- 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.
- MassMutualJan 2018 – Apr 2019Springfield, MA
- MML Investors Services, LLCApr 2018 – Apr 2019Springfield, MA
- Matthew A. McColl, JD, LLM Attorney at LawJul 2011 – Jan 2018Naugatuck, CT
- TurnbridgeFeb 2013 – Jan 2018New Haven, CT
- Charles Schwab & Co., Inc.Jun 2020 – no end date reportedWestlake, TX
- Self EmployedApr 2019 – May 2020Naugatuck, CT
- Schwab Wealth Advisory, Inc.Dec 2025 – no end date reportedWestlake, TX
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Schwab Wealth Advisory, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
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. Matthew A McColl 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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