Eric Trinidad

Financial advisor at Charles Schwab & Co., Inc. · Lone Tree, CO

Last updated 2026-10-10

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Eric Trinidad is a financial advisor at Charles Schwab & Co., Inc. in Lone Tree, CO, CRD 6921612. Licenses and exams on the registration: Series 63, Series 66. First registered 2025-01-22.

Registration

CRD number
6921612
Registration status
Active
First registered
2025-01-22
Years of experience
13
States registered
CO

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2018-03 to Present · Charles Schwab & Co., Inc. · Lone Tree, CO
  • 2017-04 to 2017-06 · At&t · Aurora, CO
  • 2016-05 to 2017-05 · Keybank · Denver, CO
  • 2013-03 to 2017-01 · Starbucks · Auroa, CO
  • 2017-07 to Present · Enterprise Rent A Car · Denver, CO
  • 2017-07 to 2018-02 · Bank of the West · Denver, CO

Current employment

SEC IAPD record for Eric Trinidad

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

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

9800 Schwab Way, Lone Tree, CO 80124

645 advisors at this office.

Charles Schwab & office in Lone Tree, CO

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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