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Timothy Joseph Wayman

Investment adviser representative at Charles Schwab & Co., Inc.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets

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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

14 years in the industry.

  1. Charles Schwab & Co., Inc.Jun 2018 to now
  2. Fidelity InvestmentsMay 2012 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
4761925
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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