# MATTHEW MICHAEL OBERT

MATTHEW MICHAEL OBERT is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with IMA ADVISORY SERVICES, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [IMA ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/112091) | 2026-05-01 | present | Yes |
| [COORDINATED FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/147881) | 2023-01-11 | 2026-05-01 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2017-11-08 | 2026-05-18 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2015-05-15 | 2017-05-02 | — |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2012-01-03 | 2014-05-02 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2003-03-05 | 2011-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3168051)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3168051.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.