David Contreras
Financial advisor at Charles Schwab & Co., Inc. · Albuquerque, NM
Last updated 2026-10-10
Claim your profileDavid Contreras is a financial advisor at Charles Schwab & Co., Inc. in Albuquerque, NM, CRD 7511781. Licenses and exams on the registration: Series 66. IAPD registration began 2023-01-17.
Registration
- CRD number
- 7511781
- Registration status
- Active
- IAPD registration
- 2023-01-17
- Industry Experience
- 3 years
- Work Experience
- 13 years
- States registered
- NM
Licenses and exams
- Series 66
Work history
- 2022-07 to 2022-11 · UBS Financial Services Inc. · Weehawken, NJ
- 2022-01 to 2022-07 · N/A · Rio Rancho, NM
- 2021-10 to 2022-01 · Jp Morgan Chase · Albuquerque, NM
- 2020-02 to 2020-03 · Reliable Chevrolet · Albuquerque, NM
- 2017-08 to 2018-08 · Rio Grande Pizza Inc. (domino's Pizza) · Rio Rancho, NM
- 2016-08 to 2017-05 · Rio Rancho Public Schools · Rio Rancho, NM
- 2012-11 to 2017-05 · N/A · Rio Rancho, NM
- 2017-05 to 2017-08 · N/A · Rio Rancho, NM
- 2018-08 to 2021-09 · United Ground Express · Albuquerque, NM
- 2022-11 to 2023-08 · Charles Schwab & Co., Inc. · Albuquerque, NM
- 2022-11 to 2023-08 · Charles Schwab Bank, Ssb · Albuquerque, NM
- 2024-10 to Present · Charles Schwab & Co., Inc. · Albuquerque, NM
- 2024-10 to Present · Charles Schwab Bank, Ssb · Albuquerque, NM
- 2024-01 to Present · United Ground Express · Albuquerque, NM
- 2023-08 to 2024-10 · N/A · Albuquerque, NM
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
David Contreras is a financial advisor at Charles Schwab & Co., Inc. in Albuquerque, NM. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 13 years of reported work history. Reported roles include Charles Schwab Bank, Ssb, United Ground Express, N/A, UBS Financial Services Inc., among others.
SEC disclosures list additional business and community activities: 1) United Ground Express/ United Airlines | Investment Related: No | 2200 Sunport Blvd Se; Albuquerque; New Mexico; 87144; United States | Travel/transportation/tourism | Ramp Agent | Start Date: 2022-12-26 | Hours Per Month: Less Than 20 | Hours Spent During Security Trading: 0 | Unload And Load Aircraft: Ramp agent for united airlines on a part time position during the weekends.
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
2442 Louisiana Blvd NE, Albuquerque, NM 87110
9 advisors at this office.
Contact
The firm's filed contact details.
Official record
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