Amelia Grace Winters
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab Bank, SsbMar 2024 to now
- Charles Schwab & Co., Inc.Jun 2023 to now
- Charles Schwab & Co., Inc.Sep 2022 to May 2023
- Charles Schwab & Co., Inc.Jun 2022 to Aug 2022
- Full-time EducationAug 2019 to Dec 2022
- E. Leigh'sMay 2019 to Aug 2019
- American ThreadsAug 2018 to May 2019
- Full-time EducationJan 2013 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State 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
- 7540071
- Firm CRD
- 5393