Jeffrey Lloyd Styer

CRD 4957357 · Charles Schwab & Co., Inc. · Coral Gables, FL

IA RegisteredBroker

Also appears in the source record as: Jeff Lloyd Styer

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 31Series 7Series 66
Registered states (14): Alabama · California · Florida · Georgia · Illinois · Kentucky · New Jersey · New York · North Carolina · Puerto Rico · Texas · Vermont · Virginia · Washington
Years in the industry (source record): 20
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 (9)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Coral Gables, FL · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Coral Gables, FL · BC capacity

start not retrieved → present
Td Ameritrade, Inc.
Coral Gables, FL · BC capacity

May 5, 2008 → May 11, 2024
Td Ameritrade Investment Management, LLC
Coral Gables, FL · IA capacity

May 8, 2008 → Sep 7, 2023
Td Ameritrade, Inc.
Coral Gables, FL · IA capacity

May 8, 2008 → Oct 14, 2022
Strategic Advisers, Inc.
Coral Gables, FL · IA capacity

Apr 23, 2007 → May 9, 2008
Fidelity Brokerage Services LLC
Coral Gables, FL · BC capacity

May 18, 2006 → May 9, 2008
Morgan Stanley
Miami, FL · IA capacity

Jul 19, 2005 → Mar 10, 2006
Morgan Stanley Dw Inc.
Miami, FL · BC capacity

Jun 24, 2005 → Mar 10, 2006

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4957357 ↗ FINRA BrokerCheck record for CRD 4957357 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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