Derek G Kleinman
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
10 years in the industry.
- Charles Schwab Bank, SsbJul 2022 to now
- Charles Schwab & Co., Inc.Jan 2022 to now
- TD Ameritrade Investment Management, LLCSep 2020 to Sep 2023
- TD Ameritrade, IncJun 2020 to May 2024
- Franklin & Marshall College Athletics DepartmentAug 2019 to Jun 2020
- Mka Star CampJun 2019 to Aug 2019
- Franklin & Marshall College Athletics DepartmentAug 2018 to Jun 2019
- Crystal & CompanyJun 2018 to Aug 2018
- Franklin & Marshall College Athletics DepartmentAug 2017 to Jun 2018
- Mka Star CampJun 2017 to Aug 2017
- StudentAug 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7267224
- Firm CRD
- 5393