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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

Matthew Shreve Collier

Advisor at SCHWAB WEALTH ADVISORY, INC.

Langhorne, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Dec 20, 2005 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: Dec 19, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 19, 2005
First registration: Dec 20, 2005
Dual registered: yes, broker-dealer
Other names: Matthew S Collier|Matt Collier|Matthew Collier
IAPD individual key: 4960824

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	Dec 15, 2025	n/a	yes	Langhorne, PA	Current employment
CROWDSTREET ADVISORS, LLC	Asset manager	Jun 17, 2022	Sep 13, 2022	no	Langhorne, PA	Previous registration
BLACKROCK INVESTMENT MANAGEMENT, LLC	Asset manager	Nov 7, 2018	May 12, 2022	no	PRINCETON, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 10, 2009	Aug 14, 2018	no	PENNINGTON, NJ\|PENNINGTON, NJ\|NEW YORK, NY	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	May 8, 2009	Nov 27, 2009	no	PHILADELPHIA, PA\|PHILADELPHIA, PA\|PHILADELPHIA, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 20, 2005	May 18, 2009	no	PENNINGTON, NJ\|PENNINGTON, NJ\|PENNINGTON, NJ	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
CROWDSTREET ADVISORS, LLC	SCHWAB WEALTH ADVISORY, INC.	Sep 13, 2022	Dec 15, 2025	1,189	Firm change after gap	Other
BLACKROCK INVESTMENT MANAGEMENT, LLC	CROWDSTREET ADVISORS, LLC	May 12, 2022	Jun 17, 2022	36	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BLACKROCK INVESTMENT MANAGEMENT, LLC	Aug 14, 2018	Nov 7, 2018	85	Firm change	Other
CITIZENS SECURITIES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 27, 2009	Dec 10, 2009	13	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIZENS SECURITIES, INC.	May 18, 2009	May 8, 2009	-10	Firm change	Other

Relationships

Registered with (5)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Dec 15, 2025 to presentfactForm ADV
→ CROWDSTREET ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 17, 2022 to Sep 13, 2022factForm ADV
→ BLACKROCK INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 7, 2018 to May 12, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 10, 2009 to Aug 14, 2018factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
May 8, 2009 to Nov 27, 2009factForm ADV

Dated events

Occurred
Sep 13, 2022
Advisor changed firm
Matthew Shreve Collier left Crowdstreet Advisors, Llc for Schwab Wealth Advisory, Inc. (registered 2025-12-15)
Form ADVobserved 4 days ago
Occurred
May 12, 2022
Advisor changed firm
Matthew Shreve Collier left Blackrock Investment Management, Llc for Crowdstreet Advisors, Llc (registered 2022-06-17)
Form ADVobserved 4 days ago