Christian Masariego
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Christian Masariego? Claim your profile
Contact this firm
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
11 years in the industry.
- Charles Schwab & Co., Inc.Jan 2022 to now
- Charles Schwab Bank, SsbJan 2022 to now
- TD AmeritradeJan 2020 to Jun 2024
- Bancwest Investment Services, Inc.Apr 2019 to Jan 2020
- Bank of the WestApr 2019 to Jan 2020
- UnemployedNov 2018 to Apr 2019
- Fidelity Personal and Workplace AdvisorsJul 2018 to Nov 2018
- Fidelity Brokerage Services LLCMay 2015 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
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
- 6434117
- Firm CRD
- 5393