David Contreras
Investment adviser representative at Charles Schwab & Co., Inc.
14 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
14 years in the industry.
- Charles Schwab & Co., Inc.Oct 2024 to now
- Charles Schwab Bank, SsbOct 2024 to now
- United Ground ExpressJan 2024 to now
- N/aAug 2023 to Oct 2024
- Charles Schwab & Co., Inc.Nov 2022 to Aug 2023
- Charles Schwab Bank, SsbNov 2022 to Aug 2023
- UBS Financial Services Inc.Jul 2022 to Nov 2022
- N/aJan 2022 to Jul 2022
- JP Morgan ChaseOct 2021 to Jan 2022
- Reliable ChevroletFeb 2020 to Mar 2020
- United Ground ExpressAug 2018 to Sep 2021
- Rio Grande Pizza Inc. (domino's Pizza)Aug 2017 to Aug 2018
- Rio Rancho Public SchoolsAug 2016 to May 2017
- N/aNov 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NM).
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
- 7511781
- Firm CRD
- 5393