Alexander Caubet
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Dec 2025 to now
- Charles Schwab Bank, SsbDec 2025 to now
- Bank of America, N.A.Aug 2022 to Dec 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to Dec 2025
- Bank of AmericaSep 2020 to Jun 2022
- N/aNov 2019 to Sep 2020
- US BankMay 2018 to Oct 2019
- University of Colorado BoulderMay 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7607231
- Firm CRD
- 5393