Zachary Scheel
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab Bank, SsbMar 2026 to now
- Charles Schwab & Co., Inc.Jan 2026 to now
- Charles Schwab Co., Inc.Mar 2023 to now
- Door DashJan 2023 to Mar 2023
- UnemployedOct 2022 to Jan 2023
- ChipotleJun 2020 to Oct 2022
- UnemployedJan 2020 to Jun 2020
- Wendy'sJul 2019 to Jan 2020
- UnemployedJan 2019 to Jul 2019
- The Cheesecake FactoryFeb 2018 to Jan 2019
- UnemployedApr 2017 to Feb 2018
- In-n-outJun 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7698915
- Firm CRD
- 5393