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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

MATTHEW ALDRICH STANGE

Advisor at SCHWAB WEALTH ADVISORY, INC.

Orlando, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 9, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jan 3, 2015
First registration: Jan 9, 2015
Dual registered: yes, broker-dealer
Other names: MATT STANGE
IAPD individual key: 5121773

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jun 3, 2021	n/a	yes	Orlando, FL	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Sep 13, 2018	May 20, 2021	no	DELAND, FL	Previous registration
FLEISHEL FINANCIAL ASSOCIATES, INC.	Former SEC adviser	Jun 13, 2018	May 18, 2021	no	DELAND, FL	Previous registration
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC	Independent wealth	Jan 9, 2015	May 24, 2018	no	DAYTONA BEACH, FL\|DAYTONA BEACH, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	SCHWAB WEALTH ADVISORY, INC.	May 20, 2021	Jun 3, 2021	14	Firm change	Other
FLEISHEL FINANCIAL ASSOCIATES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	May 18, 2021	Sep 13, 2018	-978	Firm change after gap	Other
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC	FLEISHEL FINANCIAL ASSOCIATES, INC.	May 24, 2018	Jun 13, 2018	20	Firm change	Other

Relationships

Registered with (4)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Jun 3, 2021 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Sep 13, 2018 to May 20, 2021factForm ADV
→ FLEISHEL FINANCIAL ASSOCIATES, INC.Registered adviserregistration: previous registration
Jun 13, 2018 to May 18, 2021factForm ADV
→ KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 9, 2015 to May 24, 2018factForm ADV

Dated events

No dated event names this entity yet.