Todd Andrew Burton
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Jan 2021 to now
- Charles Schwab Bank, SsbJan 2021 to now
- UnemployedFeb 2020 to Dec 2020
- B.riley Wealth Management, Inc.Aug 2018 to Feb 2020
- Oppenheimer & Co. Inc.Apr 2017 to Aug 2018
- Fidelity Brokerage Services LLCJun 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2901643
- Firm CRD
- 5393