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Tyler Chen Schroeder

Investment adviser representative at Charles Schwab & Co., Inc.
10 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

10 years in the industry.

  1. Charles Schwab & Co., Inc.May 2022 to now
  2. Charles Schwab Bank, SsbMay 2022 to now
  3. FarestartAug 2021 to May 2022
  4. Caviar/door DashAug 2019 to Dec 2020
  5. 19 Gold Taiwanese RestaurantJun 2019 to Jul 2020
  6. InstacartSep 2018 to May 2021
  7. Teddy's Bigger BurgersJun 2018 to Jun 2019
  8. University of Washington-seattleSep 2017 to Jun 2021
  9. Teddy's Bigger BurgersApr 2016 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7535411
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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