Andres Rodriguez
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
2 statesRegistered 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 Bank, SsbJun 2024 to now
- Charles Schwab & Co., Inc.Sep 2023 to now
- Global BridgeJun 2023 to Aug 2023
- Stevenson Coffee HouseFeb 2023 to Jun 2023
- Dream InnOct 2022 to Dec 2022
- Full Time EducationAug 2022 to Oct 2022
- Charles SchwabJun 2022 to Aug 2022
- Global Village CafeAug 2021 to Mar 2022
- San Francisco 49ersJul 2021 to Jan 2022
- Pet Food ExpressSep 2020 to Dec 2020
- Full Time EducationMar 2020 to Jun 2021
- Stevenson Coffee HouseSep 2019 to Mar 2020
- Full Time EducationSep 2018 to Sep 2019
- AmcJun 2018 to Sep 2018
- Full Time EducationSep 2017 to Jun 2018
- In-n-out BurgerJul 2017 to Sep 2017
- Full Time EducationSep 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7540060
- Firm CRD
- 5393