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William August Snell

Investment adviser representative at Charles Schwab & Co., Inc.
10 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

10 years in the industry.

  1. Charles Schwab & Co., Inc.Feb 2023 to now
  2. Ameriprise Financial Services, LLCAug 2020 to Feb 2023
  3. FedexJan 2020 to Aug 2020
  4. Provo CrossfitAug 2019 to Aug 2020
  5. Rise Pest ControlMay 2019 to Oct 2019
  6. AlderMay 2018 to May 2019
  7. Utah Valley HospitalAug 2017 to May 2018
  8. Dixie Regional Medical CenterOct 2016 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (UT).

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
7293151
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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