Eduardo Valero
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
2 statesRegistered 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 Bank SsbAug 2021 to now
- Charles Schwab & Co., Inc.Feb 2020 to now
- TIAAAug 2018 to Jan 2020
- TIAA-CREF Individual & Institutional Services, LLCAug 2018 to Jan 2020
- UnemployedJun 2018 to Jul 2018
- Ocwen FinancialMay 2018 to May 2018
- UnemployedNov 2017 to Apr 2018
- Fisher InvestmentsSep 2017 to Oct 2017
- TD Ameritrade Investment Management, LLCSep 2015 to Sep 2017
- TD Ameritrade, Inc.Jan 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6292224
- Firm CRD
- 5393