Pool Paucar
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.Dec 2025 to now
- Charles Schwab BankDec 2025 to now
- Morgan StanleyJan 2023 to Nov 2025
- E*trade Capital Management LLCApr 2017 to Nov 2025
- E*trade Securities LLCApr 2017 to Nov 2025
- Bank of America, N.A.Mar 2014 to Apr 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5545978
- Firm CRD
- 5393