Zachary Joseph White
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 2023 to now
- Charles Schwab Bank, SsbAug 2023 to now
- Undefeated AcademyMay 2023 to Jul 2023
- EducationJan 2023 to May 2023
- Rivier University Athletics DepartmentAug 2022 to Dec 2022
- EducationAug 2021 to Aug 2022
- The Home DepotMay 2020 to Aug 2021
- EducationAug 2013 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7789819
- Firm CRD
- 5393