Alexander David Kallweit
Investment adviser representative at Charles Schwab & Co., Inc.
14 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Alexander David Kallweit? 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
14 years in the industry.
- Charles Schwab & Co., Inc.Jul 2026 to now
- Charles Schwab Bank, SsbJul 2026 to now
- The Vanguard Group, Inc.Sep 2025 to Jul 2026
- Vanguard Advisers, Inc.Sep 2025 to Jul 2026
- Vanguard Marketing CorporationSep 2025 to Jul 2026
- Wells Fargo Bank, NAJan 2024 to Aug 2025
- Wells Fargo Clearing Services, LLCJan 2024 to Aug 2025
- J.P. Morgan Securities LLCJan 2022 to Jan 2024
- JPMorgan Chase Bank, N.A.Jan 2022 to Jan 2024
- Apple IncNov 2021 to Feb 2022
- U.S. BankJun 2021 to Dec 2021
- Wells FargoDec 2017 to Jun 2021
- Russell CellularNov 2017 to Dec 2017
- Simply MacFeb 2017 to Oct 2017
- Sprouts Farmers MarketDec 2016 to Jan 2017
- N/aAug 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7495077
- Firm CRD
- 5393