Noe Zarate
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.Oct 2024 to now
- Charles Schwab Bank, SsbOct 2024 to now
- UnemployedDec 2023 to Sep 2024
- LululemonOct 2023 to Nov 2023
- UnemployedApr 2023 to Sep 2023
- Robinhood Markets, IncJun 2022 to Mar 2023
- Robinhood Financial, LLCNov 2021 to Mar 2023
- MokuMar 2021 to Nov 2021
- TeslaMar 2021 to Mar 2021
- UnemployedAug 2020 to Mar 2021
- Morgan StanleyOct 2019 to Aug 2020
- AppleSep 2019 to Jan 2020
- Bank of America, N.A.Jun 2016 to Aug 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (HI).
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
- 6677080
- Firm CRD
- 5393