Ava Grace Bollinger
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Aug 2021 to now
- Charles Schwab Bank, SsbAug 2021 to now
- Charles Schwab & Co., Inc.Jun 2020 to Aug 2020
- Employment GapAug 2019 to Dec 2019
- Wealthgate Trust CompanyMay 2019 to Aug 2019
- StudentJul 2018 to May 2019
- The Pub At Rookwood MewsJun 2018 to Jul 2018
- College StudentAug 2017 to Aug 2021
- StudentAug 2017 to Jun 2018
- Designs By DawsonSep 2016 to Aug 2017
- High School StudentMay 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7421959
- Firm CRD
- 5393