Samantha Lynn Solberg
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Mar 2024 to now
- Charles Schwab Bank, SsbMar 2024 to now
- UnemployedJun 2023 to Feb 2024
- Breckinridge Capital Advisors, Inc.Jul 2022 to May 2023
- StudentNov 2021 to Jul 2022
- American Mortgage CompanyJun 2021 to Nov 2021
- Sun WirelessJan 2021 to Jun 2021
- StudentJun 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State 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
- 7611294
- Firm CRD
- 5393