Gregory Mcneill Carnes
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab & Co., Inc.Feb 2024 to now
- Charles Schwab Bank, SsbFeb 2024 to now
- Fidelity Investments LLCOct 2022 to Feb 2024
- Cambridge Investment Research Advisors, Inc.Feb 2022 to Oct 2022
- Bartlett Wealth ManagementJan 2022 to Oct 2022
- Cambridge Investment Research, Inc.Jan 2022 to Oct 2022
- John Hancock Distributors LLCMar 2014 to Dec 2021
- John HancockJan 2013 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6019649
- Firm CRD
- 5393