Melanie Simons
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
Are you Melanie Simons? Claim your profile
Contact this firm
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
13 years in the industry.
- Charles Schwab & Co., Inc.Oct 2024 to now
- Chevy Chase Trust CompanyJan 2023 to Oct 2024
- Reframe Wealth, LLCMar 2021 to Dec 2022
- Extended TravelNov 2020 to Mar 2021
- TIAA-CREFApr 2013 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCApr 2013 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 4978958
- Firm CRD
- 5393