Maximillian Edward Watkins
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Jul 2024 to now
- Charles Schwab Bank, SsbJul 2024 to now
- Fidelity InvestmentsAug 2023 to Jun 2024
- Rosetta HallSep 2021 to Nov 2022
- Lakewood Country ClubMay 2020 to Aug 2020
- University of Colorado BoulderAug 2019 to Aug 2023
- Professional Parking SolutionsMay 2019 to Aug 2019
- Texas Certified Umpires AssociationJun 2017 to Aug 2017
- Woodrow Wilson High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7799997
- Firm CRD
- 5393