Keith R Schneider
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.Sep 2025 to now
- Charles Schwab Bank, SsbSep 2025 to now
- Fidelity InvestmentsSep 2023 to Sep 2025
- Morgan StanleyMar 2023 to Aug 2023
- E*trade Capital Management, LLCFeb 2013 to Aug 2023
- E*trade Securities, LLCFeb 2013 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 4635303
- Firm CRD
- 5393