Derek James Marquardt
Investment adviser representative at Charles Schwab & Co., Inc.
14 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
14 years in the industry.
- Charles Schwab & Co., Inc.Apr 2024 to now
- The Vanguard Group, Inc.Aug 2023 to Mar 2024
- UnemployedJun 2023 to Jul 2023
- Lennar CorpJan 2023 to May 2023
- Opendoor Labs Inc.Jun 2018 to Nov 2022
- Offer Pad LLCSep 2017 to Jun 2018
- Grand Canyon UniversityJan 2012 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7775110
- Firm CRD
- 5393