Edwin Enrique Melo
Investment adviser representative at Charles Schwab & Co., Inc.
16 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
16 years in the industry.
- Charles Schwab & Co., Inc.Sep 2025 to now
- Charles Schwab Bank, SsbSep 2025 to now
- Charles Schwab Premier BankSep 2025 to now
- Charles Schwab Trust BankSep 2025 to now
- Merit Wealth AdvisorsApr 2024 to Sep 2025
- Charles SchwabFeb 2023 to Apr 2024
- Beleco LLCMay 2022 to May 2025
- JP Morgan ChaseMar 2020 to May 2022
- Wells FargoApr 2018 to Feb 2020
- US NavyFeb 2010 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7255587
- Firm CRD
- 5393