Carlos Gabriel Solano monestel
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2021 to now
- Charles Schwab & Co., Inc.Apr 2021 to now
- CitigroupMay 2019 to Mar 2021
- JP Morgan Chase Bank, N.A.Apr 2018 to May 2019
- JP Morgan Securities, LLCApr 2018 to May 2019
- Citigroup Global Markets Inc.May 2017 to Apr 2018
- Sweet Pearls, IncOct 2016 to May 2017
- Citigroup Global Markets Inc.May 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 6398462
- Firm CRD
- 159035