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Ethan David Cobb

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.

  1. Charles Schwab & Co., Inc.Jun 2026 to now
  2. Charles Schwab Bank, SsbJun 2026 to now
  3. Catalyst Wealth Management LLCOct 2025 to May 2026
  4. Innovation Partners LLCAug 2025 to May 2026
  5. Valet LivingAug 2025 to Oct 2025
  6. Mike Maroone AutomotiveMar 2025 to Aug 2025
  7. Snag LLCJan 2025 to Mar 2025
  8. Creekside Tree NursuryMay 2024 to Mar 2025
  9. Stellas CucinaMay 2023 to Aug 2023
  10. University of Colorado - BoulderAug 2022 to May 2024
  11. Bj's BrewhouseMay 2022 to Aug 2022
  12. Leaf VegetarianApr 2021 to Oct 2021
  13. Indian Peak Golf CourseApr 2020 to Sep 2020
  14. Noodles and CompanyAug 2019 to Mar 2020
  15. City of LafayetteAug 2018 to Sep 2019
  16. Full Time EducationAug 2014 to May 2025

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

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
8151360
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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