Clayton Charland
Investment adviser representative at Charles Schwab & Co., Inc.
7 yearsExperience
1 stateRegistered 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
7 years in the industry.
- Charles Schwab Bank, SsbSep 2023 to now
- Charles Schwab & Co., Inc.Apr 2023 to now
- TD Ameritrade Investment Management, LLCMay 2023 to Sep 2023
- TD Ameritrade, Inc.May 2023 to Sep 2023
- Domani WealthJun 2022 to Mar 2023
- LPL Financial LLCJul 2021 to Sep 2022
- Atlas Private Wealth AdvisorsJul 2021 to Jun 2022
- The Genwealth Group, Inc.May 2021 to Jul 2021
- Charles Schwab Bank SsbOct 2018 to Mar 2021
- Charles Schwab & Co.,Inc.Jun 2017 to Mar 2021
- John Driscoll & Co.Mar 2017 to May 2017
- StudentDec 2016 to Feb 2017
- Roncancio Wealth Management, Inc.Aug 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6651987
- Firm CRD
- 5393