Carlos Cabrera
Investment adviser representative at Charles Schwab & Co., Inc.
16 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
16 years in the industry.
- Charles Schwab Bank, SsbNov 2023 to now
- Charles Schwab & Co., Inc.May 2020 to now
- Charles Schwab Bank, SsbMay 2020 to Jun 2020
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors IncMay 2017 to May 2020
- USAA Financial Planning ServicesMay 2017 to May 2020
- UnemployedDec 2016 to May 2017
- Morgan StanleyMar 2010 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5100666
- Firm CRD
- 5393