Sophia Truelock
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.Jun 2026 to now
- Charles Schwab Bank, SsbJun 2026 to now
- UnemployedApr 2026 to Jun 2026
- Compass MiningMay 2025 to Apr 2026
- YmcaJun 2024 to Aug 2024
- East End GrillAug 2023 to Apr 2026
- Topgolf Callaway BrandsMay 2023 to Aug 2023
- UnemployedAug 2022 to May 2023
- Orangetheory FitnessNov 2021 to Aug 2022
- InvitaMay 2021 to Nov 2021
- Del Mar Fish MarketNov 2020 to May 2021
- UnemployedJun 2016 to Nov 2020
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
- 8254945
- Firm CRD
- 5393