Riley Mitrick
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Riley Mitrick? 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
11 years in the industry.
- Charles Schwab BankJul 2026 to now
- Charles Schwab & Co., Inc.Apr 2025 to now
- Charles SchwabJun 2024 to Aug 2024
- Iri ConsultantsJun 2023 to Sep 2023
- General Nutrition Centers, IncJan 2023 to Jun 2023
- Full Time EducationSep 2021 to Mar 2025
- Fountainhead WealthJun 2021 to Sep 2021
- Full Time EducationAug 2017 to May 2021
- UnemployedApr 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7400644
- Firm CRD
- 5393