Drake Carter Steers
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.
- Charles Schwab and Co., Inc.Jan 2024 to now
- TD Ameritrade, Inc.Oct 2022 to Jun 2024
- UnemployedApr 2022 to Sep 2022
- StudentAug 2021 to Mar 2022
- Sams ClubMay 2021 to Aug 2021
- United Super MarketsSep 2020 to May 2021
- UnemployedApr 2020 to Aug 2020
- True-fit Athletic ClubJan 2020 to Mar 2020
- Firefighter Moving CompanyJan 2016 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
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
- 7537789
- Firm CRD
- 5393