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Trevor G Cantarini

Investment adviser representative at Charles Schwab & Co., Inc.
12 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

12 years in the industry.

  1. Charles Schwab & Co., Inc.Feb 2021 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Jan 2021
  3. UnemployedJul 2019 to Sep 2019
  4. Twinrock Partners LLCSep 2018 to Jul 2019
  5. Dana Point Marina InnJun 2018 to Sep 2018
  6. UnemployedJun 2018 to Jun 2018
  7. Comfort InnDec 2017 to Jun 2018
  8. Central Powder CoatingMay 2017 to Aug 2017
  9. Coeste Design Inc.May 2017 to Aug 2017
  10. UnemployedJul 2016 to Dec 2017
  11. Northern Arizona UniversityAug 2014 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
7173761
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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