Andrew Redhead
Investment adviser representative at Charles Schwab & Co., Inc.
18 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Andrew Redhead? Claim your profile
Contact this firm
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 & Co., Inc.Apr 2026 to now
- Charles Schwab Bank, SsbApr 2026 to now
- Kovitz Investment Group Partners, LLCJun 2024 to Apr 2026
- Connectus WealthJun 2023 to Jun 2024
- UBS Financial Services Inc.Apr 2022 to May 2023
- Northwestern Mutual Life Insurance CompanySep 2018 to Apr 2022
- Northwestern Mutual Investment Services LLCJun 2018 to Apr 2022
- Northwestern Mutual Wealth Management CompanyJun 2018 to Apr 2022
- UnemployedJun 2018 to Aug 2018
- Full Time EducationJan 2008 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7010142
- Firm CRD
- 5393