Ryan Overton
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.Jul 2025 to now
- Charles Schwab Bank, SsbJul 2025 to now
- Wells Fargo Clearing Services, LLCDec 2024 to Jul 2025
- TIAANov 2023 to Dec 2024
- TIAA-CREF Individual & Institutional Services, LLCNov 2023 to Dec 2024
- Morgan StanleyMar 2023 to Oct 2023
- E*trade Capital Management LLCFeb 2019 to Sep 2023
- E*trade Securities, LLCFeb 2019 to Sep 2023
- Harris Direct, LLCFeb 2019 to Sep 2023
- Bank of America, N.A.May 2017 to Feb 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to Feb 2019
- Ryan Overton (dba Fresh and Stylish)Oct 2016 to May 2017
- JP Morgan Securities LLCApr 2014 to May 2017
- JP Morgan Chase BankJan 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6328623
- Firm CRD
- 5393