Cynthia Louise Patry
Investment adviser representative at Charles Schwab & Co., Inc.
23 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
23 years in the industry.
- Charles Schwab & Co., Inc.Aug 2023 to now
- Charles Schwab Bank SsbAug 2023 to now
- Morgan Stanley Private Bank, N.ASep 2021 to Aug 2023
- Morgan StanleyJul 2021 to Aug 2023
- Mutual Securities, Inc.May 2020 to Mar 2021
- Wealth AllianceMay 2020 to Mar 2021
- Wealth Alliance Advisory Group, LLCMay 2020 to Mar 2021
- Volunteer for Non-profitMar 2020 to Jul 2021
- TD AmeritradeJun 2003 to Apr 2020
- TD Ameritrade Investment Management, LLCJun 2003 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 4681947
- Firm CRD
- 5393