Ian Stevens
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.Jun 2026 to now
- Charles Schwab Bank, SsbJun 2026 to now
- Fidelity InvestmentsJun 2024 to Jun 2026
- MassmutualMay 2023 to May 2024
- MML Distributors, LLCMay 2023 to May 2024
- LPL Financial LLCFeb 2022 to Apr 2023
- Columbia Management Investment Distributors, Inc.Sep 2020 to Feb 2022
- UnemployedJan 2020 to Sep 2020
- Wells Fargo Funds Distributor, LLCNov 2014 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 6236475
- Firm CRD
- 5393