Trenton Breithaupt, financial advisor Lone Tree CO
90 score

Trenton Breithaupt

CRD 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.

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Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Loen Tree, CO Dec 2014 - Current 2
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 &amp; 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 &amp; Coppin Santa Rosa, CA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Trenton J. Breithaupt
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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