Hung Szeto Butzer
Investment adviser representative at Charles Schwab & Co., Inc.
18 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
18 years in the industry.
- Charles Schwab Premier BankSep 2026 to now
- Charles Schwab & Co., Inc.Jan 2021 to now
- Charles Schwab Bank, SsbJan 2021 to now
- Key Investment ServicesSep 2019 to Jan 2021
- KeybankAug 2019 to Jan 2021
- Edward JonesAug 2018 to Jul 2019
- Bank of the WestJul 2017 to Jul 2018
- Albina Community BankMar 2008 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 6989581
- Firm CRD
- 5393