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Detailed Report
MATTHEW JOSEPH KUSS
Matt Kuss
CRD#: 3237056
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Investment Adviser
CHARLES SCHWAB INVESTMENT MANAGEMENT, INCCRD#: 106753 54 W 40th Street
Suite 915
New York, NY 10018
Registration History
2020202120222023202420252026IACHARLES SCHWAB INVESTMENT MANA... (CRD# 106753)2020 - Present (4 years)
License(s)

State Registrations

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New York 7/8/2021
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Pennsylvania 11/13/2020
Current Registration(s)
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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC (CRD#:106753)
54 W 40th Street Suite 915, New York, NY 10018
Registered with this firm since 11/13/2020
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.