Randall Kevin Fidler
Investment adviser representative at Charles Schwab & Co., Inc.
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
19 years in the industry.
- Charles Schwab & Co., Inc.Jul 2018 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jul 2018
- Morgan Stanley Smith BarneyJun 2009 to Jul 2018
- Morgan Stanley & Co., IncorporatedApr 2007 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
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
- 2961957
- Firm CRD
- 5393