Sebastian Mencia

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

• 10/2013 → 05/2017
  Full-Time Education
  San Pedro Sula, NL
• 08/2017 → 05/2021
  Full-Time Education
  San Antonio, TX
• 06/2021 → 08/2021
  Numinis
  Austin, TX
• 08/2021 → 11/2021
  Unemployed
  Austin, TX
• 11/2021 → 06/2022
  Barton Associates
  Austin, TX
• 06/2022 → 09/2022
  Eikona Technologies
  Austin, TX
• 10/2022 → Present
  Charles Schwab & Co., Inc
  Austin, TX
• 01/2018 → 05/2019
  Trinity University
  San Antonio, TX
• 09/2019 → 05/2020
  Trinity University
  San Antonio, TX
• 06/2022 → 09/2022
  Uber/Doordash
  Austin, TX

Other Businesses

MetaMask (Staked crypto)|Investment Related:No|Interest received from staking cryptocurrency|N/A|2025-02-28|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I have crypto staked and receive interest from it in the same cryptocurrency. I am in no way shape or form working anywhere else or being compensated for any type of outside work.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-21
• S63 Uniform Securities Agent State Law Examination
  2023-02-22