Odysseus Rethis
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 BankNov 2023 to now
- Charles Schwab and Co., Inc.Apr 2022 to now
- Bolden Rethis, LLCNov 2015 to now
- TD AmeritradeOct 2021 to Dec 2022
- Securities America AdvisorsJan 2019 to Oct 2021
- Securities America, Inc.Jan 2019 to Oct 2021
- Bank of America, N.A.Aug 2014 to Feb 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6212106
- Firm CRD
- 5393