Dylan Codey Parfait

Financial advisor at Charles Schwab & Co., Inc. · Metairie, LA

Last updated 2026-10-10

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Dylan Codey Parfait is a financial advisor at Charles Schwab & Co., Inc. in Metairie, LA, CRD 7827621. Licenses and exams on the registration: Series 66. IAPD registration began 2024-07-18.

Registration

CRD number
7827621
Registration status
Active
IAPD registration
2024-07-18
Industry Experience
2 years
Work Experience
11 years
States registered
LA, TX

Licenses and exams

  • Series 66

Work history

  • 2023-11 to Present · Charles Schwab & Co., Inc · Metairie, LA
  • 2023-11 to Present · Charles Schwab Bank Ssb · Metairie, LA
  • 2022-11 to 2023-11 · Tasc Performance · Elmwood, LA
  • 2021-09 to 2022-11 · Carr, Riggs, & Ingram · Metairie, LA
  • 2020-09 to 2021-09 · Ernst & Young · New Orleans, LA
  • 2019-06 to 2019-08 · Ernst & Young · New Orleans, LA
  • 2019-01 to 2020-03 · Carr, Riggs, & Ingram · Metairie, LA
  • 2018-07 to 2018-10 · Entergy · New Orleans, LA
  • 2016-10 to 2018-07 · University of New Orleans Rec & Fitness Center · New Orleans, LA
  • 2015-07 to 2020-09 · Team Gleason · New Orleans, LA
  • 2018-11 to 2019-05 · Unemployed · Gretna, LA
  • 2019-09 to 2019-12 · Unemployed · Gretna, LA

Current employment

SEC IAPD record for Dylan Codey Parfait

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

Dylan Codey Parfait is a financial advisor at Charles Schwab & Co., Inc. in Metairie, LA. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 11 years of reported work history.

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, and 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

3417 Veterans Memorial Blvd, Metairie, LA 70002

10 advisors at this office.

Charles Schwab & office in Metairie, LA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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