Kayla Brianne Schmit
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Kayla Brianne Schmit? Claim your profile
Contact this firm
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.Sep 2025 to now
- Charles Schwab Bank, SsbSep 2025 to now
- The Slice and PintSep 2021 to Aug 2025
- UnemployedJul 2021 to Aug 2021
- Full Time EducationDec 2020 to Jun 2021
- Chick-fil-a RestaurantsMar 2020 to Nov 2020
- Full Time EducationJul 2017 to Feb 2020
- Full Time EducationAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8149392
- Firm CRD
- 5393