Taniela Pututau
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab & Co., Inc.Jul 2026 to now
- Charles Schwab BankJul 2026 to now
- Strategic Advisors, LLCOct 2025 to Jul 2026
- Fidelity Brokerage Services, LLCSep 2025 to Jul 2026
- UnemployedAug 2025 to Sep 2025
- Fidelity InvestmentsOct 2023 to Aug 2025
- Equitable Advisors, LLCAug 2023 to Sep 2023
- UnemployedMay 2023 to Jul 2023
- Full Time EducationJan 2020 to Apr 2023
- Best BuyOct 2019 to Jan 2023
- UnemployedMar 2017 to Oct 2019
- Vivint ArenaJan 2017 to Mar 2017
- Academy for Math, Engineering, and ScienceAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7792162
- Firm CRD
- 5393