Teresa Patrick

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

• 10/2009 → 04/2018
  New York Life Insurance Company
  Los Angeles, CA
• 09/2009 → 04/2018
  Nylife Securities Llc
  Los Angeles, CA
• 10/2014 → 04/2018
  T. Patrick Financial Strategies
  Los Angeles, CA
• 12/2015 → 04/2018
  Eagle Strategies Llc
  Los Angeles, CA
• 04/2018 → 03/2019
  Cuso Financial Services, Lp
  San Diego, CA
• 06/2019 → 09/2020
  Jp Morgan Securities, Llc
  Hermosa Beach, CA
• 06/2019 → 09/2020
  Jp Morgan Chase Bank, N.A.
  Hermosa Beach, CA
• 04/2019 → 06/2019
  Assurance Iq
  Seattle, WA
• 09/2020 → 10/2020
  Oppenheimer & Co Inc.
  Los Angelas , CA
• 10/2020 → 03/2026
  Fidelity Investments
  Santa Monica, CA
• 03/2025 → 03/2026
  Fidelity Investments
  Santa Monica, CA
• 06/2026 → Present
  Charles Schwab & Co., Inc.
  Santa Monica, CA
• 06/2026 → Present
  Charles Schwab Bank
  Redondo Beach, CA

Previous Registrations

• 2025-03-31 → 2026-04-02
  Strategic Advisers Llc
  Redondo Beach, CA
  Santa Monica, CA
  Boston, MA
• 2020-11-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Santa Monica, CA
• 2020-09-18 → 2020-10-30
  Oppenheimer & Co. Inc.
  Los Angeles, CA
• 2019-06-24 → 2020-10-05
  J.P. Morgan Securities Llc
  Hermosa Beach, CA
• 2018-04-23 → 2019-03-25
  Cuso Financial Services, L.P.
  Hawthorne, CA
  San Diego, CA
• 2015-12-14 → 2018-04-25
  Eagle Strategies Llc
  Los Angeles, CA
  Playa Del Rey, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-04
• S63 Uniform Securities Agent State Law Examination
  2009-06-23

Other Names

• Maria Teresa Garcia