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Carlos Gabriel Solano Monestel

Schwab Wealth Advisory, Inc.

Orlando, FL

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-03
FL RA APPROVED 2021-05-25
  • TX RA
    APPROVED
    Since 2021-06-03
  • FL RA
    APPROVED
    Since 2021-05-25

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810-5900 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. Miami FL 05/2015 04/2017
Jp Morgan Chase Bank, N.A. San Antonio TX 04/2018 05/2019
Jp Morgan Securities, Llc San Antonio TX 04/2018 05/2019
Sweet Pearls, Inc Miami FL 10/2016 05/2017
Citigroup Global Markets Inc. San Antonio TX 05/2017 04/2018
Citigroup San Antonio TX 05/2019 03/2021
Charles Schwab & Co., Inc. Orlando FL 04/2021 Present
Schwab Wealth Advisory, Inc. Orlando FL 04/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-17
S63 Uniform Securities Agent State Law Examination 2015-11-19
  • S65 Uniform Investment Adviser Law Examination
    2017-01-17
  • S63 Uniform Securities Agent State Law Examination
    2015-11-19
Designations
Other Names
  • Carlos Gabriel Solano
  • Carlos Gabriel Solano
  • Carlos Gabriel Solano Monestel
  • Carlos Gabriel Solano-Monestel
  • Carlos Solano

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL

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