Nicholas Andres Coquis
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 Bank, SsbFeb 2025 to now
- Charles Schwab & Co., Inc.Apr 2021 to now
- Intouch Credit UnionOct 2020 to Mar 2021
- Texas StateMay 2020 to Oct 2020
- Coca Cola Southwest BeveragesJun 2018 to May 2020
- Texas StateAug 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7363943
- Firm CRD
- 5393