Erika Constantine
Investment adviser representative at Schwab Wealth Advisory, Inc.
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Erika Constantine? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2025 to now
- Charles Schwab & Co., Inc.Apr 2025 to now
- J. P. Morgan Securities LLCJun 2022 to Mar 2025
- JPMorgan Chase Bank N. A.Jun 2022 to Mar 2025
- Wells Fargo Bank, NANov 2021 to Jun 2022
- Wells Fargo Clearing Services, LLCNov 2021 to Jun 2022
- Bank of America, N.A.Oct 2006 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2006 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (GA).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 6993772
- Firm CRD
- 159035