Rolando Nicholas Quintana
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.May 2026 to now
- Empower Advisory Group, LLCJul 2025 to Apr 2026
- Empower Financial Services, Inc.Jul 2025 to Apr 2026
- Azcomp TechnologiesFeb 2025 to Jul 2025
- Fidelity InvestmentsSep 2024 to Jan 2025
- Full Time EducationApr 2023 to Sep 2024
- Fidelity InvestmentsMay 2021 to Apr 2023
- HarmonsNov 2020 to May 2021
- University of UtahAug 2020 to Nov 2020
- Salt Lake Community CollegeMay 2020 to Aug 2020
- Allstar Bowling and EntertainmentJul 2019 to May 2020
- Fidelity Brokerage Services, LLCMay 2019 to Jul 2019
- HarmonsMay 2018 to May 2019
- Lone Peak HighschoolApr 2018 to May 2018
- Troon GolfMar 2018 to Apr 2018
- Lone Peak High SchoolJul 2017 to Mar 2018
- In-n-out BurgerJun 2017 to Jul 2017
- Lone Peak High SchoolAug 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7122400
- Firm CRD
- 5393