Zachary Andrew Coleman
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 & Co., Inc.Apr 2023 to now
- Starbucks Coffee CompanySep 2021 to Apr 2023
- UnemployedSep 2021 to Sep 2021
- Victory Family YmcaAug 2021 to Sep 2021
- UnemployedJun 2021 to Aug 2021
- Starbucks Coffee CompanyJul 2020 to Jun 2021
- UnemployedJan 2020 to Jul 2020
- Starbucks Coffee CompanyJul 2019 to Jan 2020
- Dollar TreeNov 2016 to Mar 2017
- Amazon Mechanical TurkJan 2016 to Jul 2019
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 (VA).
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
- 7713624
- Firm CRD
- 5393