Alexander David Meredith
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered 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.Jan 2022 to now
- Charles Schwab Bank, SsbNov 2023 to Apr 2025
- TD Ameritrade Investment Management, LLCSep 2021 to Sep 2023
- TD Ameritrade, IncJan 2019 to May 2024
- Bryant BankOct 2018 to Dec 2018
- LifewaySep 2018 to Dec 2018
- Cvs HealthMay 2018 to Jul 2018
- Cvs HealthSep 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7063180
- Firm CRD
- 5393