Vanessa Tavera
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Apr 2025 to now
- Charles Schwab Bank, SsbApr 2025 to now
- USAA Investment Services CompanyJan 2024 to Mar 2025
- USAA Life Insurance CompanyOct 2023 to Mar 2025
- Charles Schwab & Co., Inc.Apr 2021 to Oct 2023
- Schwab Private Client Investment Advisory, Inc.Apr 2021 to Oct 2023
- Morgan StanleyNov 2020 to Apr 2021
- TIAAApr 2019 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCApr 2019 to Nov 2020
- USAA Investment Management CompanyJan 2018 to Apr 2019
- USAA Financial Advisors, IncFeb 2014 to Apr 2019
- USAA Financial Planning ServicesFeb 2014 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 5405883
- Firm CRD
- 5393