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Alexander Stephen Augustyn

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.

  1. Charles Schwab Bank, SsbMar 2024 to now
  2. Charles Schwab Premier BankMar 2024 to now
  3. Charles Schwab and Co., Inc.Oct 2022 to now
  4. Tanners Bar and GrillApr 2013 to now
  5. TD Ameritrade Investment Management, LLCDec 2015 to Jul 2017
  6. TD Ameritrade, Inc.Jan 2015 to Dec 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (NE).

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
6204311
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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