Ryan William Tran
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Aug 2024 to now
- Charles Schwab Bank, SsbAug 2024 to now
- Central ComputersJul 2023 to Aug 2024
- Gong ChaOct 2021 to Jul 2023
- Full Time EducationJul 2020 to Oct 2021
- Insane InkAug 2019 to Jun 2020
- Poki BowlJul 2019 to Oct 2019
- Peer FoundationJun 2019 to Jul 2019
- Full Time EducationJan 2019 to Jun 2019
- KumonJul 2018 to Jan 2019
- Full Time EducationJun 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7967126
- Firm CRD
- 5393