Dylan Noel Zepeda
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab Bank, SsbDec 2024 to now
- Charles Schwab & Co., Inc.Jun 2023 to now
- Roaring ForkFeb 2023 to Jun 2023
- 4d CapitalMay 2022 to Dec 2022
- Perrys SteakhouseApr 2022 to Feb 2023
- Cmr Construction and RoofingMay 2021 to Aug 2021
- Krauses CafeApr 2021 to Apr 2022
- Keller WilliamsJan 2021 to Apr 2021
- UnemployedJan 2014 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7734578
- Firm CRD
- 5393