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Peter Hopper

Investment adviser representative at Charles Schwab & Co., Inc.
16 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning

Experience

16 years in the industry.

  1. Charles Schwab & Co., Inc.Feb 2025 to now
  2. Charles Schwab Bank SsbFeb 2025 to now
  3. JP Morgan Securities, LLCFeb 2023 to Feb 2025
  4. JP Morgan Chase Bank, N.A.Feb 2023 to Jan 2025
  5. Bank of America CorporationDec 2021 to Feb 2022
  6. Equitable Advisors, LLCJul 2021 to Oct 2021
  7. Equitable Financial Life Insurance Co.Jul 2021 to Oct 2021
  8. Tidal Realty Group Inc.May 2020 to Jan 2023
  9. UnemployedFeb 2020 to May 2021
  10. Google Fiber/corbel CommunicationsJan 2017 to Jan 2020
  11. Hopper ProductionsAug 2015 to Jan 2017
  12. National Land TenureJan 2010 to Jan 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2021
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (FL).

Charles Schwab & Co., Inc.

$0Assets managed
0Clients
6,777Advisers
39 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2212301
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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