Christian Terrazas
Investment adviser representative at Charles Schwab & Co., Inc.
14 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
14 years in the industry.
- Charles Schwab Premier Bank, SsbAug 2026 to now
- Charles Schwab & Co., Inc.Oct 2024 to now
- Charles Schwab Bank, SsbOct 2024 to now
- Morgan StanleyAug 2023 to Sep 2024
- Bank of America, N.A.Oct 2022 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Jul 2023
- Mufg Union BankOct 2021 to Nov 2022
- Unionbanc Investment ServicesOct 2021 to Nov 2022
- Bbva Securities IncAug 2018 to Sep 2021
- Bbva Insurance Agency Inc.Mar 2018 to Sep 2021
- Bbva USAMar 2017 to Sep 2021
- U.S BankMay 2015 to Mar 2017
- Full Time EducationAug 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
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
- 7007370
- Firm CRD
- 5393