Teela Marie Myers

CRD 6233023 · Charles Schwab & Co., Inc. · Westlake, TX

IA RegisteredBroker

Also appears in the source record as: T Myers; Teela M Myers; Teela Myers

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (45): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nebraska · Nevada · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 12
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 (11)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

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

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

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

start not retrieved → present
Citigroup Global Markets Inc.
Florence, KY · IA capacity

Oct 15, 2019 → Aug 10, 2022
Citigroup Global Markets Inc.
Florence, KY · BC capacity

Oct 14, 2019 → Aug 10, 2022
Ultimus Fund Distributors, LLC
Cincinnati, OH · BC capacity

Apr 18, 2019 → Oct 18, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cincinnati, OH · BC capacity

Aug 29, 2018 → Apr 16, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cincinnati, OH · IA capacity

Aug 28, 2018 → Apr 16, 2019
Cetera Advisors LLC
Cincinnati, OH · IA capacity

Mar 24, 2017 → Jul 2, 2018
Cetera Advisors LLC
Cincinnati, OH · BC capacity

Sep 13, 2016 → Jul 2, 2018

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6233023 ↗ FINRA BrokerCheck record for CRD 6233023 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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