Haylie Mclean Patrick
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Charles Schwab & Co., Inc.Mar 2025 to now
- Charles Schwab BankDec 2024 to now
- Charles SchwabJun 2023 to now
- Full Time EducationJan 2023 to May 2023
- Ide - International Development EnterprisesJun 2022 to Jan 2023
- World Trade Center DenverApr 2022 to Oct 2022
- Dr. Kylie Castans OptometrySep 2020 to Jun 2022
- Full Time EducationMay 2020 to Aug 2020
- Feld EntertainmentAug 2015 to Mar 2020
- City of Fort CollinsJun 2013 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7740630
- Firm CRD
- 5393