Terry De La Mesa Nilsen

CRD 2647363 · Charles Schwab & Co., Inc. · Stockton, CA

IA RegisteredBroker

Also appears in the source record as: Terry D Nilsen Sr; Terry D Nilsen; Terry Nilsen; Terry A Nilsen

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 31Series 7Series 66Series 63
Registered states (13): California · Colorado · Florida · Hawaii · Idaho · Minnesota · Nevada · New Hampshire · Ohio · Oregon · Texas · Washington · Wyoming
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (10)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Stockton, CA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Stockton, CA · BC capacity

start not retrieved → present
Morgan Stanley
Roseville, CA · BC capacity

Mar 20, 2023 → Jul 31, 2023
E*trade Capital Management, LLC
Roseville, CA · IA capacity

Feb 19, 2020 → Jul 31, 2023
E*trade Securities LLC
Roseville, CA · BC capacity

Feb 19, 2020 → Jul 31, 2023
Morgan Stanley
San Francisco, CA · IA capacity

Jun 1, 2009 → Feb 7, 2020
Morgan Stanley & Co. Incorporated
San Francisco, CA · IA capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
San Francisco, CA · BC capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley
San Francisco, CA · IA capacity

Nov 2, 1998 → Apr 2, 2007
Morgan Stanley Dw Inc.
San Francisco, CA · BC capacity

Sep 13, 1995 → Apr 2, 2007

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2647363 ↗ FINRA BrokerCheck record for CRD 2647363 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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