Reginne Arevalo

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, CA
• 10/2017 → 09/2018
  Bank Of America
  Brea, CA
• 01/2017 → 10/2017
  Unemployed
  Los Angeles, CA
• 09/2016 → 12/2016
  Arrowhead Credit Union
  San Bernardino, CA
• 09/2012 → 06/2017
  Unemployed
  San Bernardino, CA
• 12/2018 → 07/2021
  Bank Of America, N.A.
  Riverside, CA
• 07/2021 → 06/2022
  Fidelity Investments
  Jacksonville, FL
• 06/2022 → 05/2025
  Goldman Sachs Ayco
  Newport Beach, CA
• 12/2025 → Present
  Charles Schwab & Co., Inc.
  Los Angeles, CA
• 06/2025 → 11/2025
  Unemployed
  Los Angeles, CA
• 12/2025 → Present
  Schwab Wealth Advisory Inc
  Los Angeles, CA

Previous Registrations

• 2022-08-05 → 2025-05-16
  Goldman Sachs Wealth Services, L.P.
  Newport Beach, CA
• 2019-11-06 → 2021-07-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, CA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-11-05

Other Names

• Reginne Arevalo
• Reginne Flores Arevalo