Elizabeth Tracy Oloughlin
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Elizabeth Tracy Oloughlin? 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 2022 to now
- Fidelity InvestmentsJan 2021 to Mar 2022
- Lockwood Distilling CoJul 2020 to Jan 2021
- Headington RestaurantsAug 2019 to Jun 2020
- Harwood HospitalityFeb 2019 to Aug 2019
- Front Burner RestaurantsMar 2018 to Feb 2019
- Stay At Home MomSep 2017 to Mar 2018
- TrulucksNov 2016 to Sep 2017
- 8020 HospitalityJan 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7333833
- Firm CRD
- 5393