Cole Powers
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.Jun 2024 to now
- Charles Schwab & Co., Inc.May 2023 to Aug 2023
- Crossroad TrailersMay 2022 to Aug 2022
- Crossroad TrailersMay 2021 to Aug 2021
- Full-time EducationJan 2021 to May 2024
- WawaSep 2018 to Dec 2020
- UnemployedJan 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7748011
- Firm CRD
- 5393