Richard Andrew Wurster
Investment adviser representative at Charles Schwab & Co., Inc.
6 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
6 years in the industry.
- Charles Schwab & Co., Inc.Apr 2016 to now
- Charles Schwab Investment Management, Inc.Jan 2021 to Mar 2022
- Charles Schwab Investment Advisory, Inc.Jan 2018 to Mar 2022
- Thomas PartnersApr 2016 to Mar 2018
- Windhaven Investment Management, Inc.Apr 2016 to Mar 2018
Exams passed
No exams in this record.
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
- 6638804
- Firm CRD
- 5393