Angel Adame
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Jan 2023 to now
- Charles Schwab Bank, SsbJan 2023 to now
- Fidelity Brokerage Services LLCMar 2022 to Jan 2023
- Fidelity InvestmentsJun 2021 to Aug 2021
- Flash PhotographyJun 2020 to Dec 2020
- TcuJul 2018 to Aug 2019
- Texas Christian UniversityAug 2017 to Dec 2021
- Carshons DeliJul 2015 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 7519254
- Firm CRD
- 5393