Teela Marie Myers
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.Aug 2022 to now
- CitibankOct 2019 to Aug 2022
- Ultimus Fund Distributors, LLCApr 2019 to Oct 2019
- Ultimus Fund Solutions, LLCApr 2019 to Oct 2019
- Bank of America, N.A.Aug 2018 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Apr 2019
- N/aJun 2018 to Aug 2018
- Freeman Heyne Toma LLCJan 2018 to Jun 2018
- Cetera Advisors LLCSep 2016 to Jun 2018
- Freeman HeyneAug 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6233023
- Firm CRD
- 5393