Casey Cooper
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.Sep 2024 to now
- Charles Schwab Bank, SsbSep 2024 to now
- Great American RestaurantsOct 2023 to Sep 2024
- Chess WizardsAug 2023 to Oct 2023
- Recreation ReimaginedMar 2022 to Sep 2023
- Future Medical GroupMay 2021 to Apr 2024
- California Orthopedics and SpineJul 2020 to Jun 2021
- Full Time EducationSep 2016 to Jun 2020
- Marinwood Community Service DistrictSep 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, DC).
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
- 7982675
- Firm CRD
- 5393