Reginne Arevalo
Investment adviser representative at Schwab Wealth Advisory, Inc.
14 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
Are you Reginne Arevalo? 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
14 years in the industry.
- Schwab Wealth Advisory, Inc.Dec 2025 to now
- Charles Schwab & Co., Inc.Dec 2025 to now
- UnemployedJun 2025 to Nov 2025
- Goldman Sachs AycoJun 2022 to May 2025
- Fidelity InvestmentsJul 2021 to Jun 2022
- Bank of America, N.A.Dec 2018 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Jul 2021
- Bank of AmericaOct 2017 to Sep 2018
- Arrowhead Credit UnionSep 2016 to Dec 2016
- UnemployedSep 2012 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7035488
- Firm CRD
- 159035