Trenton BreithauptCRD Number: 5557260
Current Firm: Schwab Private Client Investment Advisory, Inc.
Trenton Breithaupt (CRD# 5557260) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 3 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Schwab Private Client Investment Advisory, Inc.||Loen Tree, CO||Dec 2014 - Current||1|
|Charles Schwab & Company, Inc.||Lone Tree, CO||Oct 2013 - Current||3|
|Bank Of America, N.a.||Los Angeles, CA||Feb 2013 - Oct 2013||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Los Angeles, CA||Sep 2012 - Oct 2013||1|
|Unemployed||Los Angeles, CA||Feb 2012 - Sep 2012||< 1|
|Zip Ship: Auto Transport Services||Los Angeles, CA||Jun 2011 - Jan 2012||< 1|
|Sunrise Nutraceuticals||Boca Raton, FL||May 2010 - May 2011||1|
|United States Air Force: Space & Missile Systems Center||El Segundo, CA||Jul 2009 - May 2010||< 1|
|University Of Southern California||Los Angeles, CA||Aug 2005 - Jun 2009||3|
|Ubs Financial Services||San Francisco, CA||Jun 2008 - Aug 2008||< 1|
|Oakmont Senior Living||Santa Rosa, CA||May 2007 - Jun 2007||< 1|
|Keegan & Coppin||Santa Rosa, CA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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