Zachary Alex Mcdonald
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Jun 2025 to now
- Charles Schwab Bank, SsbJun 2025 to now
- Guilford College United Methodist ChurchOct 2024 to now
- Equitable Advisors, LLCFeb 2025 to May 2025
- UnemployedMay 2024 to Oct 2024
- Full Time EducationAug 2023 to May 2024
- Chick-fil-aAug 2020 to Aug 2023
- Gator GrillMay 2020 to Aug 2020
- Full Time EducationDec 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8023961
- Firm CRD
- 5393