Erik Montalvo
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 2026 to now
- Charles Schwab BankApr 2026 to now
- UnemployedFeb 2026 to Apr 2026
- Morgan Stanley Private Bank, N.AMar 2023 to Feb 2026
- Morgan StanleyJan 2020 to Feb 2026
- M&t BankFeb 2015 to Dec 2019
- M&t SecuritiesOct 2014 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6036130
- Firm CRD
- 5393