Gregory David Travitz
Investment adviser representative at Charles Schwab & Co., Inc.
28 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
28 years in the industry.
- Charles Schwab Bank, SsbAug 2021 to now
- Charles Schwab & Co., Inc.May 2021 to now
- TD Waterhouse Investor Services, Inc.Apr 2006 to Oct 2021
- AmeritradeJun 1998 to Oct 2021
- Ameritrade Holding Corp.Jun 1998 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (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
- 3083397
- Firm CRD
- 5393