Emmanuel Castaneda

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

• 01/2015 → 05/2020
  U.S. Bank
  Aurora, CO
• 06/2019 → 05/2020
  U.S. Bancorp Investments, Inc.
  Aurora, CO
• 05/2013 → 05/2020
  Community College Of Aurora
  Aurora, CO
• 06/2020 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 09/2022 → Present
  Charles Schwab Bank Ssb
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-04-14
• S63 Uniform Securities Agent State Law Examination
  2020-01-17

Other Names

• Manny Castaneda