Cobie Beach
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Cobie Beach? 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
12 years in the industry.
- Charles Schwab Premier BankAug 2026 to now
- Charles Schwab & Co., Inc.Sep 2021 to now
- Charles Schwab Bank, SsbSep 2021 to now
- Waste HarmonicsMay 2020 to Sep 2021
- Thirsty's BarNov 2019 to Mar 2020
- Mach2 ManagementMay 2019 to Nov 2019
- PaychexMar 2019 to May 2019
- UnemployedDec 2018 to May 2019
- United States Soccer FederationJul 2018 to Dec 2018
- Brooklyn Sports EntertainmentSep 2017 to Dec 2017
- Cape Cod Baseball League, BourJun 2017 to Aug 2017
- Syracuse UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7458057
- Firm CRD
- 5393