Matthew Plunkitt is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-09-24 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-06-18 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2016-02-02 | 2018-07-13 | — |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | 2014-04-21 | 2014-09-25 | — |