Colby Shane Dalrymple
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.Apr 2025 to now
- Petes Ice Cream and DonutsMar 2023 to Apr 2025
- Willy T'sJan 2021 to Sep 2023
- UnemployedSep 2020 to Jan 2021
- Tropical Smoothie CafeJun 2020 to Sep 2020
- WalmartJan 2020 to May 2020
- Full Time EducationFeb 2019 to Jan 2020
- Pizza HutJun 2018 to Feb 2019
- Full Time EducationAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 8080265
- Firm CRD
- 5393