K Wyatt Wilmshurst
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.Aug 2025 to now
- Charles Schwab Bank, SsbAug 2025 to now
- Fidelity InvestmentsJun 2023 to Aug 2025
- Baystate FinancialMay 2022 to Aug 2022
- Mittiga RenovationsJun 2021 to Aug 2021
- Mittiga RenovationsJun 2020 to Aug 2020
- Full Time EducationSep 2019 to May 2023
- Mittiga RenovationsJun 2019 to Aug 2019
- Massena Savings LoanFeb 2019 to Jun 2019
- UnemployedSep 2018 to Feb 2019
- Mittiga RenovationsJun 2018 to Sep 2018
- UnemployedSep 2017 to Jun 2018
- Mittiga RenovationsJun 2017 to Sep 2017
- Full Time EducationSep 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
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
- 7774572
- Firm CRD
- 5393