Alyssa Harlee Slechta

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

• 08/2021 → 12/2021
  First Presbyterian Children's
  Bryan, TX
• 06/2022 → 12/2023
  Texas A&M University
  College Station, TX
• 08/2020 → 12/2023
  Full Time Education
  College Station, TX
• 02/2024 → Present
  Charles Schwab & Co., Inc.
  Southlake, TX
• 03/2015 → 07/2020
  Full Time Education
  Sulphur Springs, TX
• 06/2023 → 08/2023
  Charles Schwab & Co., Inc.
  Westlake, TX
• 11/2025 → Present
  Charles Schwab Bank, Ssb
  Southlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-08-27
• S63 Uniform Securities Agent State Law Examination
  2025-06-20

Other Names

• Alyssa Underwood
• Alyssa Slechta
• Alyssa Harlee Underwood