Gregory Talcott
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
2 statesRegistered in
$0Firm assets
14 yearsFirm in business
Are you Gregory Talcott? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2026 to now
- Charles Schwab & Co, IncApr 2026 to now
- Lyon Realty Capital PartnersOct 2025 to Apr 2026
- Rastegar CapitalOct 2025 to Feb 2026
- VenterraOct 2024 to Oct 2025
- Tobin & Company Securities LLCJan 2021 to Oct 2024
- Caliber Co.May 2020 to Oct 2024
- Patrick Capital Markets, LLCMay 2020 to Dec 2020
- Emerson Equity LLCJul 2018 to Apr 2020
- Virtua Capital Management, LLCMay 2018 to Apr 2020
- ScottradeApr 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 4174726
- Firm CRD
- 159035