Kyle Alan Marston

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:

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

Current Employers

Employment History

• 02/2019 → 05/2020
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 05/2017 → 02/2019
  Brown Note Productions
  Thornton, CO
• 02/2017 → 06/2017
  The Boulder Lift/Denver Brew Tours
  Wheat Ridge, CO
• 08/2015 → 02/2017
  Pink Monkey Solutions
  Arvada, CO
• 03/2017 → 05/2017
  Uber
  Denver, CO
• 05/2020 → 08/2022
  Robinhood Financial, Llc
  Denver, CO
• 06/2022 → 08/2022
  Robinhood Markets, Inc
  Denver, CO
• 11/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2025 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-09-30
• S63 Uniform Securities Agent State Law Examination
  2019-05-10

Other Names

• Kyle Alan Marston
• Kyle Marston