Bernardo Joseph Escobedo-diaz
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
13 years in the industry.
- Charles Schwab & Co., Inc.Jul 2023 to now
- Charles Schwab Bank, SsbJul 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Jul 2023
- Morgan StanleyJun 2018 to Sep 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2018
- Wells Fargo Advisors, LcNov 2015 to Nov 2016
- Brandman UniversityJan 2013 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5750900
- Firm CRD
- 5393