Owen Egermayer
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.May 2026 to now
- Equitable Advisors, LLCAug 2024 to May 2026
- UnemployedDec 2023 to Aug 2024
- Alsourat, LLCFeb 2022 to Nov 2023
- Sullivan's SteakhouseAug 2020 to May 2021
- Cook Inlet Drift AssociationMay 2020 to Aug 2020
- Full Time EducationAug 2019 to Dec 2023
- UnemployedMay 2019 to Aug 2019
- Coffee RaniMay 2018 to May 2019
- Ziggy's LLCMay 2017 to May 2018
- Full Time EducationJan 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7967300
- Firm CRD
- 5393