Allyson Rose Fine
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Aug 2024 to now
- Charles Schwab Bank, SsbAug 2024 to now
- River Capital AdvisorsJan 2023 to Aug 2024
- Full Time EducationJul 2022 to Jan 2023
- Fidelity InvestmentsAug 2020 to Jul 2022
- Sawgrass Country ClubAug 2019 to Aug 2020
- TopgolfJan 2017 to Aug 2019
- Full Time EducationAug 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7961857
- Firm CRD
- 5393