Max Mathew Roy is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2023-08-09 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2022-07-05 | 2023-03-17 | — |