Itzak Beleche-gonzalez
Investment adviser representative at Charles Schwab & Co., Inc.
14 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
14 years in the industry.
- Charles Schwab & Co., Inc.Nov 2024 to now
- Charles Schwab BankNov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Nov 2024
- Bank of America, N.A.Nov 2019 to Jan 2021
- Victory Toyota - Leslie Motors Auto GroupDec 2017 to Nov 2019
- Spirit HalloweenOct 2017 to Nov 2017
- University of California, BerkeleyAug 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7199684
- Firm CRD
- 5393