Trisha Renee Newberry
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Jul 2020 to now
- Charles Schwab Bank, SsbJul 2020 to now
- Equitable Advisors, LLCFeb 2019 to Jun 2020
- AXA Advisors, LLCFeb 2019 to Feb 2019
- UnemployedJan 2019 to Feb 2019
- Society for the Performing ArtJun 2018 to Aug 2018
- Care Center Huntsville (non Profit)May 2017 to Sep 2017
- Sam Houston State UniversityJun 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7056573
- Firm CRD
- 5393