Dillon Michael Stuart
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab & Co., Inc.Dec 2025 to now
- Charles Schwab Bank, SsbDec 2025 to now
- UBS Financial Services, Inc.Sep 2023 to Nov 2025
- The Vanguard Group, Inc.Feb 2022 to Sep 2023
- TargetJul 2020 to Dec 2021
- Getfpv LLCMay 2019 to Aug 2019
- Red Bull North AmericaJan 2019 to Oct 2020
- Rick Roth CampignSep 2018 to Nov 2018
- Full Time EducationAug 2018 to Aug 2021
- Full Time EducationAug 2016 to Jul 2018
- Peltz ShoesMay 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7498143
- Firm CRD
- 5393