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Garrett Harry Schmidt

Investment adviser representative at Charles Schwab & Co., Inc.
11 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

11 years in the industry.

  1. Charles Schwab Bank, SsbOct 2024 to now
  2. Charles Schwab & Co., Inc.Aug 2024 to now
  3. Equitable Advisors, LLCAug 2023 to Aug 2024
  4. Warwick Tree ServiceJul 2022 to Aug 2022
  5. University of Delaware RecreationSep 2021 to Aug 2023
  6. Full Time EducationAug 2019 to May 2023
  7. Lifeseeds Summer CampJul 2016 to Aug 2021
  8. Cheltenham High SchoolAug 2015 to Jul 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

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
7800152
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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