William D Weldon
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 & Co., Inc.Aug 2026 to now
- Charles Schwab Bank, SsbAug 2026 to now
- Charles Schwab Premier BankAug 2026 to now
- Bank of America N.A.Jan 2025 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Jan 2025 to Aug 2026
- Fidelity InvestmentsMay 2023 to Dec 2024
- Guaranteed Rate. IncNov 2020 to May 2023
- Bank of AmericaAug 2018 to Nov 2020
- United Home LoansFeb 2012 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7008790
- Firm CRD
- 5393