Scott Ryan Lee
Investment adviser representative at Charles Schwab & Co., Inc.
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Charles Schwab & Co., Inc.Sep 2021 to now
- Charles Schwab Bank, SsbSep 2021 to now
- UnemployedJun 2021 to Aug 2021
- California State University - FullertonAug 2019 to May 2021
- UnemployedJun 2019 to Jul 2019
- Pizza HutMar 2018 to Jan 2019
- Saddleback CollegeAug 2017 to May 2019
- Don Juan Avila Middle School / Aliso Niguel High SchoolJan 2012 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7448751
- Firm CRD
- 5393