Trevor Conrad Svehlak
Investment adviser representative at Charles Schwab & Co., Inc.
9 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
9 years in the industry.
- Charles Schwab & Co., Inc.Aug 2024 to now
- UnemployedApr 2024 to Aug 2024
- Surestay By Best WesternJul 2023 to Apr 2024
- NordstromJun 2021 to Aug 2022
- The Tribute At the Colony Golf ClubMar 2018 to Aug 2019
- On the Border Mexican Grill & CantinaJun 2017 to Aug 2017
- Full Time EducationAug 2015 to Dec 2023
- Frisco Soccer AssociationAug 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7950235
- Firm CRD
- 5393