Sydney Vogel
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.Mar 2026 to now
- Charles Schwab Bank, SsbMar 2026 to now
- J.P. Morgan Securities LLCJun 2025 to Mar 2026
- JPMorgan Chase Bank, N.A.Jun 2025 to Mar 2026
- Charles Schwab & Co., Inc.Mar 2021 to May 2025
- The Florez Group Inc dba Rightworks Staffing Inc.Oct 2020 to Dec 2020
- In-n-out BurgerMar 2020 to Jul 2021
- Djm GlobalAug 2019 to Feb 2020
- In-n-out BurgerMar 2014 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
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
- 7467530
- Firm CRD
- 5393