Anthony Hung Truong
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Feb 2023 to now
- Empower RetirementDec 2022 to Jan 2023
- Shared Drive, LLCSep 2022 to Nov 2022
- N/aJul 2022 to Sep 2022
- Robinhood Financial, LLCSep 2021 to Jul 2022
- Fidelity Brokerage Services LLCApr 2020 to Sep 2021
- Shalom Home Health CareJul 2018 to Aug 2019
- Uncle Joe's Hong Kong BistroAug 2017 to Jun 2019
- Luxottica/target OpticalOct 2014 to Aug 2020
- Secret Service Technologies ProcessingJul 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7250142
- Firm CRD
- 5393