Ryan Ari Freed
Investment adviser representative at Charles Schwab & Co., Inc.
15 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
15 years in the industry.
- Charles Schwab & Co., Inc.Aug 2021 to now
- Charles Schwab Bank, SsbAug 2021 to now
- Bank of America, N.A.Aug 2019 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Jul 2021
- Northwest MutualMay 2019 to Jun 2019
- Pruco Securities, LLCOct 2018 to Jan 2019
- Teachers On ReserveSep 2018 to May 2019
- Work Force AthleticsMar 2018 to Dec 2018
- Jcc Maccabi Sports CampJun 2016 to Apr 2019
- Bentley SchoolOct 2011 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7029976
- Firm CRD
- 5393