Nicholas Paul Ogden
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.Mar 2020 to now
- Charles Schwab Bank SsbMar 2020 to now
- Edward JonesDec 2018 to Mar 2020
- Liberty Property ManagementAug 2018 to Dec 2018
- N/aJun 2018 to Aug 2018
- University of California, DavisApr 2018 to Jun 2018
- California Department of InsuranceJan 2018 to May 2018
- Davis Kids KlubFeb 2017 to Dec 2017
- N/aOct 2016 to Feb 2017
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
- 7051380
- Firm CRD
- 5393