Trevor Kornfeld
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 & Co., Inc.Aug 2024 to now
- UnemployedJun 2024 to Jul 2024
- Full Time EducationSep 2023 to May 2024
- Charles Schwab & Co., Inc.Jun 2023 to Aug 2023
- Full Time EducationSep 2022 to May 2023
- YmcaJun 2022 to Aug 2022
- Full Time EducationSep 2021 to May 2022
- YmcaJun 2021 to Aug 2021
- Full Time EducationAug 2020 to May 2021
- YmcaMay 2020 to Sep 2020
- Full Time EducationAug 2014 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7736112
- Firm CRD
- 5393