Chris Dillon
Financial advisor at Charles Schwab & Co., Inc. · Denver, CO
Last updated 2026-10-10
Claim your profileChris Dillon is a financial advisor at Charles Schwab & Co., Inc. in Denver, CO, CRD 6668806. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2017-07-13.
Registration
- CRD number
- 6668806
- Registration status
- Active
- IAPD registration
- 2017-07-13
- Industry Experience
- 9 years
- Work Experience
- 10 years
- States registered
- CO
Licenses and exams
- Series 63
- Series 66
Designations
- CFP®
Work history
- 2016-12 to 2017-04 · Northwestern Mutual Life Insurance Company · Milwaukee, WI
- 2016-12 to 2017-04 · Northwestern Mutual Investment Services LLC · Sacramento, CA
- 2017-06 to 2020-06 · Morgan Stanley · Oakland, CA
- 2017-10 to 2020-06 · Morgan Stanley Private Bank, National Association · New York, NY
- 2016-08 to 2017-05 · University of Nevada · Reno, NV
- 2020-06 to 2022-12 · TD Ameritrade · Denver, CO
- 2022-12 to Present · Charles Schwab and Co., Inc. · Denver, CO
- 2023-11 to Present · Charles Schwab Bank, Ssb · Denver, CO
Current employment
- Charles Schwab & Co., Inc. · San Francisco, CA
Charles Schwab & Co., Inc.
- Registered advisors
- 6,791
- Offices
- 867
- Clients per advisor
- 0.0 (Low)
Charles Schwab & Co., Inc.: advisors, services and reported ETF investments
About
Chris Dillon is a CFP® financial advisor at Charles Schwab & Co., Inc. in Denver, CO. Reported securities licenses include Series 63 and Series 66. The latest record indicates 9 years of industry experience and 10 years of reported work history. Reported roles include Charles Schwab Bank, Ssb, Charles Schwab and Co., Inc., TD Ameritrade, Morgan Stanley Private Bank, National Association, among others.
Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, Other Advisory Service.
What this firm offers
Filed by Charles Schwab & Co., Inc. on Form ADV.
Client services
- Financial Planning Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
7001 East Belleview Ave, Denver, CO 80237
6 advisors at this office.
Contact
The firm's filed contact details.
Official record
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