Wallis Delrosario
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 Bank, SsbSep 2025 to now
- Charles Schwab & Co., Inc.Apr 2025 to now
- Lincoln Financial Distributors, Inc.May 2024 to Apr 2025
- Lincoln Financial Advisors CorporationSep 2020 to May 2024
- Usi Consulting GroupApr 2019 to Sep 2020
- MML Investors Services, LLCAug 2018 to Apr 2019
- MassmutualJul 2018 to Apr 2019
- MML Distributors, LLCMay 2014 to Aug 2018
- Massmutual Financial GroupNov 2009 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2025
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
- 5737893
- Firm CRD
- 5393