Tais De rada
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Aug 2020 to now
- Charles Schwab Bank, SsbAug 2020 to now
- TD AmeritradeJun 2019 to Jul 2020
- Taiyo YudenJan 2019 to May 2019
- Morgan StanleyFeb 2018 to Nov 2018
- Ucsd Policy Records AdministrationJan 2017 to Jan 2019
- Tilly'sJul 2016 to Sep 2017
- University of California, San DiegoSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6895840
- Firm CRD
- 5393