Caleb Porter Buddington
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.Jul 2026 to now
- Town of Castle RockMar 2026 to Jun 2026
- Equitable Advisors, LLCOct 2025 to Feb 2026
- Ship IqSep 2024 to Feb 2025
- NordstromsJun 2024 to Aug 2024
- NordstromsDec 2023 to Jan 2024
- Moringa VingaJun 2023 to Jul 2024
- NordstromsJun 2023 to Aug 2023
- Colorado Golf ClubMay 2022 to Aug 2022
- Full Time EducationAug 2021 to Dec 2025
- Lukes LawnsMay 2021 to Sep 2021
- UemployedOct 2020 to Apr 2021
- Mcmeekin and AssociatesMay 2020 to Sep 2020
- UnemployedOct 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 8177571
- Firm CRD
- 5393