George Spivak
Investment adviser representative at Charles Schwab & Co., Inc.
28 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$0Firm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
28 years in the industry.
- Charles Schwab & Co., Inc.May 2026 to now
- Charles Schwab Bank, SsbMay 2026 to now
- Edward JonesAug 2025 to Apr 2026
- UnemployedSep 2024 to Jul 2025
- Ascensus Broker Dealer Services, LLCAug 2023 to Aug 2024
- Newport Group ConsultingMar 2022 to Aug 2024
- Newport Group IncMar 2022 to Sep 2023
- Newport Group SecuritiesMar 2022 to Sep 2023
- UnemployedMay 2021 to Feb 2022
- H & H Retirement Design and ManagementDec 2020 to Apr 2021
- Valic Financial Advisors IncSep 2020 to Dec 2020
- UnemployedApr 2020 to Sep 2020
- Fidelity Investments Institutional Services Company, IncJan 2005 to Mar 2020
- Fidelity Brokerage Services LLCMay 1998 to Mar 2020
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2020
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
- 2594392
- Firm CRD
- 5393