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Milad Montazeri

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7276199

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-26
  • CO RA
    APPROVED
    Since 2026-05-26

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Lone Tree CO 07/2020 Present
University Of Colorado At Boulder Boulder CO 01/2019 07/2020
Kronke Sports And Entertainment Denver CO 04/2014 01/2017
University Of Colorado At Boulder Boulder CO 10/2016 05/2020
  • 07/2020 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 01/2019 → 07/2020
    University Of Colorado At Boulder
    Boulder, CO
  • 04/2014 → 01/2017
    Kronke Sports And Entertainment
    Denver, CO
  • 10/2016 → 05/2020
    University Of Colorado At Boulder
    Boulder, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-26
S63 Uniform Securities Agent State Law Examination 2022-09-30
  • S66 Uniform Combined State Law Examination
    2026-05-26
  • S63 Uniform Securities Agent State Law Examination
    2022-09-30

View on SEC IAPD

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