Morgan R Ahrens
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.Oct 2025 to now
- Charles Schwab BankOct 2025 to now
- Full Time EducationMar 2025 to Sep 2025
- Morgan StanleySep 2023 to Mar 2025
- E*trade Capital Management LLCDec 2020 to Sep 2023
- E*trade Securities LLCDec 2020 to Sep 2023
- FedexSep 2020 to Dec 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jul 2020
- Fidelity Brokerage Services LLCFeb 2018 to Jul 2020
- Southern Sandbox LLCFeb 2017 to Dec 2017
- Bank of America, N.A.May 2015 to Feb 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2015 to Feb 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 1 state (OR).
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
- 6292486
- Firm CRD
- 5393