Connor Andrew Wood
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.Jun 2023 to now
- UnemployedJul 2022 to May 2023
- Lotus Fiduciary GroupMay 2022 to Aug 2022
- Full-time EducationSep 2021 to May 2022
- Parry's Sliceria & TapsJun 2021 to Aug 2021
- Domino's PizzaJun 2020 to Aug 2020
- Full-time EducationSep 2019 to Jun 2021
- Garlic Knot Pizza and PastaJun 2018 to Aug 2019
- UnemployedMar 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7723564
- Firm CRD
- 5393