Anthony Alejandrino Regalado
Investment adviser representative at Facet
33 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- FacetAug 2026 to now
- Markit Digital/s&p Global/communify FincentricMay 2022 to Jun 2026
- Schwab Private Client Investment Advisory, Inc.Jan 2012 to Mar 2022
- Charles Schwab & Co., Inc.Aug 1993 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
9 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
- 2456822
- Firm CRD
- 285961