Trey Alan Fidler

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

• 02/2006 → 07/2021
  Td Watershouse Investor Services Inc
  Fort Worth, TX
• 05/2006 → Present
  Charles Schwab & Co., Inc
  Westlake, TX
• 08/2021 → Present
  Charles Schwab Bank, Ssb
  Westlake, TX

Previous Registrations

• 2008-01-31 → 2021-10-19
  Td Ameritrade Investment Management, Llc
  Houston, TX
  Fort Worth, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
• 2009-03-26 → 2021-07-08
  Td Ameritrade, Inc.
  Fort Worth, TX
  Houston, TX
  Fort Worth, TX
  Westlake, TX
  Fort Worth, TX
  Fort Worth, TX
  Houston, TX
  Houston, TX
  Sugarland, TX

Exams

• S66 Uniform Combined State Law Examination
  2007-03-01
• S63 Uniform Securities Agent State Law Examination
  2006-05-10