Samuel Harris
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.Jul 2025 to now
- Charles Schwab BankJul 2025 to now
- UnemployedApr 2025 to Jun 2025
- Hornor, Townsend, & Kent LLCJul 2023 to Mar 2025
- Philadelphia Union - Keystone Sports and Entertainment LLCJul 2021 to May 2023
- UnemployedMay 2020 to Jun 2021
- Fleet Feet Richmond - We Are Family LLCApr 2019 to Mar 2020
- UnemployedDec 2018 to Apr 2019
- Hurricane Junior Golf TourJan 2018 to Dec 2018
- Hurricane Junior Golf TourAug 2017 to Dec 2017
- Full-time Student - University of Massachusetts AmherstAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7790052
- Firm CRD
- 5393