Miguel Rellita
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 2025 to now
- UnemployedDec 2024 to Mar 2025
- AerotekOct 2024 to Dec 2024
- Charles Schwab & Co., Inc.May 2024 to Oct 2024
- Charles Schwab & Co., Inc.May 2023 to Apr 2024
- AmazonJul 2022 to May 2023
- UnemployedMay 2022 to Jul 2022
- Full-time EducationOct 2018 to May 2022
- ArmyMay 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7722248
- Firm CRD
- 5393