Morelle Tinsley

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

• 09/2015 → 06/2017
  Full Time Education
  Wilmington, NC
• 05/2017 → 08/2017
  Our Crepes And More
  Wilmington, NC
• 05/2017 → 08/2017
  Ubs Financial Services
  Wilmington, NC
• 09/2017 → 05/2021
  Full Time Education
  Washington, DC
• 06/2018 → 08/2018
  Epic Food Co.
  Wilmington, NC
• 10/2018 → 05/2019
  Allsaints
  Washington, DC
• 05/2019 → 08/2019
  Ubs Financial Services
  Wilmington, NC
• 09/2019 → 10/2020
  Emissary
  Washington, DC
• 01/2020 → 05/2020
  Full Time Education
  Barcelona
• 09/2020 → 05/2021
  Women For Women International
  Washington, DC
• 07/2021 → 10/2024
  First Trust Advisors L.P.
  Austin, IL
• 07/2021 → 10/2024
  First Trust Portfolios L.P.
  Austin, TX
• 06/2025 → Present
  Charles Schwab & Co., Inc.
  Austin, TX
• 10/2024 → 06/2025
  Unemployed
  Austin, TX
• 06/2025 → Present
  Charles Schwab Trust Bank
  Austin, TX

Previous Registrations

• 2021-08-27 → 2024-11-05
  First Trust Advisors Lp
  Austin, TX
  Wheaton, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-07-30

Other Names

• Morelle Vaulter Tinsley
• Morelle Tinsley