Adviser and broker representative · Charles Schwab & Co., Inc.
Martin J. Mata
CRD 2082705 · Helotes, TX
At a glance
Martin J. Mata is an investment adviser representative with Charles Schwab & Co., Inc. in Helotes, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Martin’s SEC record dates to 1990, about 35 years ago. Martin is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firms
- Charles Schwab & Co., Inc.Since March 2023Helotes, TX · $0M in regulatory assets
- Schwab Wealth Advisory, Inc.Since October 2026Helotes, TX · $0M in regulatory assets
SEC adviser record
- Registered since
- 1990 (35 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Martin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.