Matthew Garmo is a CFP-designated registered investment advisor, based in Walnut Creek, CA, with 8 years of industry experience.
Location
1676 N. California Blvd, Suite 410, Walnut Creek, CA, 94596
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Aw Securities
December 2022 - Present · 3 yrs 5 mos
Allworth Financial, L.P.
December 2022 - Present · 3 yrs 5 mos
Aw SecuritiesBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Aw Securities
December 2022 - February 2023 · 2 mos
Fidelity Personal and Workplace Advisors
July 2019 - November 2022 · 3 yrs 4 mos
Fidelity Brokerage Services LLCBroker
April 2019 - November 2022 · 3 yrs 7 mos
Vanguard Marketing CorporationBroker
November 2017 - April 2019 · 1 yr 5 mos
State Registrations1 state
CA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.