Amy Christine Schroeder
Investment adviser representative at Charles Schwab & Co., Inc.
17 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
17 years in the industry.
- Charles Schwab & Co., Inc.Jan 2023 to now
- TD Ameritrade, Inc.Jun 2022 to Jan 2024
- Wells Fargo Clearing Services, LLCMar 2020 to Jun 2022
- T.D. Ameritrade, Inc.Jan 2018 to Mar 2020
- Scottrade, Inc.Jul 2017 to Dec 2018
- Securities Service NetworkJan 2017 to Jul 2017
- Millenia Investments LLCDec 2016 to Jul 2017
- First Allied Advisory Services, Inc.Jan 2016 to Dec 2016
- First Allied Securiites, Inc.Apr 2009 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 4800743
- Firm CRD
- 5393