Dustin Sherlock
Investment adviser representative at Charles Schwab & Co., Inc.
9 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
9 years in the industry.
- Charles Schwab & Co., Inc.Jun 2025 to now
- Popi's OysteretteMar 2025 to May 2025
- Andale Management Group Inc.Mar 2023 to May 2025
- Pacific Coast Hideaway LLCJun 2021 to Feb 2023
- Left Coast Brewing CompanyJan 2019 to Jun 2019
- Sundrop Vintage CoFeb 2018 to Oct 2021
- Full Time EducationAug 2016 to Dec 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
- 8078203
- Firm CRD
- 5393