Carlos Daniel Cevallos-malta
Investment adviser representative at Charles Schwab & Co., Inc.
9 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
9 years in the industry.
- Charles Schwab & Co., Inc.Sep 2021 to now
- Charles Schwab Bank, SsbSep 2021 to now
- TD Ameritrade, Inc.Jun 2023 to Jun 2024
- Charles Schwab & Co., Inc.Feb 2020 to Aug 2021
- Hyundai of South BrunswickMay 2019 to Aug 2019
- Aj Willner AuctionsDec 2018 to Dec 2018
- Ymca of Centre CountySep 2017 to Dec 2019
- Scura, Wigfield, Heyer, Stevens & Cammarota, LLPMay 2017 to Aug 2017
- Palisades Park Swim ClubMay 2015 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 7228398
- Firm CRD
- 5393