Haydee Maranto Miller

CRD 4849959 · Charles Schwab & Co., Inc. · Houston, TX

IA RegisteredBroker

Also appears in the source record as: Haydee Davila Estes; Haydee Estes; Haydee Maranto

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 10Series 9Series 24Series 66
Registered states (1): Texas
Years in the industry (source record): 19
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
Houston, TX · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Houston, TX · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Houston, TX · IA capacity

start not retrieved → present
Raymond James Financial Services Advisors, Inc
Houston, TX · IA capacity

Aug 19, 2016 → Jun 20, 2018
Raymond James Financial Services, Inc.
Houston, TX · BC capacity

Aug 15, 2016 → Jun 20, 2018
Lpl Financial LLC
Houston, TX · IA capacity

Feb 1, 2011 → Sep 6, 2016
Lpl Financial LLC
Houston, TX · BC capacity

Jan 24, 2011 → Sep 6, 2016
Primevest Financial Services, Inc.
Allentown, PA · IA capacity

Oct 16, 2007 → Jan 27, 2010
Primevest Financial Services, Inc.
Allentown, PA · BC capacity

Oct 16, 2007 → Jan 27, 2010
Knbt Securities, Inc.
Allentown, PA · BC capacity

Feb 2, 2006 → Oct 17, 2007

Source & corrections

Where this page comes from

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