Antoinette Victoria Mcrae
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Antoinette Victoria Mcrae? Claim your profile
Contact this firm
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
10 years in the industry.
- Charles Schwab & Co., Inc.Mar 2026 to now
- Charles Schwab Trust BankMar 2026 to now
- Empower Financial Services, IncDec 2022 to Mar 2026
- Empower RetirementApr 2022 to Dec 2022
- Prudential Investment Management Services LLCJun 2020 to Mar 2022
- Premier Technical Services CorporationJun 2019 to Jun 2020
- Hinduja Global SolutionsJan 2019 to Jun 2019
- ConduentNov 2017 to Jan 2019
- Apogee Retail LLCMay 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- 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
- 7266394
- Firm CRD
- 5393