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Justin Hallas

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.

  1. Charles Schwab & Co., Inc.Aug 2025 to now
  2. Charles SchwabAug 2025 to now
  3. Charles Schwab BankAug 2025 to now
  4. UnemployedJan 2025 to Jul 2025
  5. Goldman SachsJun 2023 to Dec 2024
  6. Union Savings BankFeb 2023 to May 2023
  7. UnemployedOct 2021 to Jan 2023
  8. EnterpriseJun 2021 to Sep 2021
  9. UnemployedOct 2020 to May 2021
  10. Lake Waramaug Country ClubMay 2020 to Sep 2020
  11. Full Time EducationSep 2018 to May 2022
  12. UnemployedAug 2014 to Apr 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (CT).

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
7780103
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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