Edwin Ricardo
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.
- Charles Schwab & Co., Inc.May 2025 to now
- Schwab Wealth Advisory, IncMay 2025 to Feb 2026
- Bts Asset ManagementOct 2024 to May 2025
- N/aApr 2024 to Oct 2024
- TD Private Client Wealth LLCMay 2022 to Apr 2024
- TD Bank N.A.Apr 2022 to Apr 2024
- Ace Capital Management LLCJul 2020 to Mar 2022
- N/aJan 2020 to Sep 2020
- Jordan Ricardo & CoFeb 2018 to Dec 2019
- N/aOct 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2022
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
- 7318038
- Firm CRD
- 5393