Melody Lynn Donnelly
Investment adviser representative at Charles Schwab & Co., Inc.
22 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Melody Lynn Donnelly? Claim your profile
Contact this firm
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
22 years in the industry.
- Charles Schwab & Co., Inc.Sep 2022 to now
- Laz ParkingDec 2016 to now
- TdameritradeAug 2018 to Dec 2023
- Dickerson Emplyee BenefitsJan 2017 to Sep 2018
- Word and BrownJan 2017 to Sep 2018
- LyftDec 2016 to Oct 2017
- The Prudential Insurance Company of AmericaJul 2016 to Aug 2018
- Pruco Securities, LLCJun 2016 to Aug 2018
- AmeriparkJun 2004 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2016
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
- 4166133
- Firm CRD
- 5393