Damian Zuniga
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Aug 2025 to now
- Cetera Advisors LLCAug 2024 to Aug 2025
- Cetera Financial Specialist, LLC.Aug 2024 to Aug 2025
- Cetera Investment Services, LLC.Aug 2024 to Aug 2025
- Cetera Wealth Services, LLCAug 2024 to Aug 2025
- Avantax Advisory ServicesSep 2022 to Aug 2025
- Avantax Investment Services, Inc.Jul 2021 to Aug 2025
- Apex Clearing CorporationDec 2018 to Jul 2021
- Bbva Securities Inc.May 2017 to Nov 2018
- Compass BankMay 2017 to Nov 2018
- New York Life Insurance CoFeb 2015 to Apr 2017
- Nylife Securities LLCFeb 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6235189
- Firm CRD
- 5393