Devin Berkowitz
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Devin Berkowitz? Claim your profile
Contact this firm
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 BankAug 2025 to now
- Charles Schwab & Co., Inc.Jun 2025 to now
- Fidelity InvestmentsDec 2023 to Jul 2025
- 49 Wealth ManagementSep 2022 to Nov 2023
- Purshe Kaplan Sterling InvestmentsSep 2022 to Nov 2023
- Thrivent Advisor Network dba 49 FinancialMar 2022 to Dec 2022
- TaphouseMar 2021 to Feb 2022
- Boise State UniversityAug 2018 to May 2022
- Las Vegas RaidersOct 2016 to Mar 2018
- San Ramon High SchoolAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7563183
- Firm CRD
- 5393