Felipe Marchena

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

• 02/2024 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 12/2023 → 02/2024
  Unemployed
  Escazu
• 08/2019 → 12/2023
  Finca Marchena
  San Jose
• 08/2020 → 12/2023
  Education/School
  Fort Collins, CO
• 06/2023 → 08/2023
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 05/2021 → 06/2023
  Costa Realty
  Escazu
• 05/2020 → 08/2020
  Unemployed
  Escazu
• 01/2016 → 05/2020
  Education/School
  Santo Domingo
• 01/2019 → 03/2020
  National Children's Hospital
  San Jose
• 05/2018 → 07/2018
  Portafolio Inmobiliario
  Escazu

Exams

• S66 Uniform Combined State Law Examination
  2025-05-27

Other Names

• Felipe J Marchena