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Erika Alejandra Subieta

Charles Schwab & CO., Inc.

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About Erika Alejandra Subieta

Erika Alejandra Subieta is a financial professional with over 10 years of experience in the industry. Erika has a broad background in investment advisory services and is currently registered with Charles Schwab & Co., Inc. Erika previously worked at several other firms including Menalto Advisors, LLC, MJ Capital Partners, LLC, and Allegis Investment Services, LLC. Erika holds Series 6 and Series 27 licenses.

Firm Information

Erika Subieta is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Erika Subieta’s Registration & Firm History

TX

12/19/2019 - Present

Charles Schwab & CO., Inc. (Austin TX)

CA

10/17/2016 - 10/04/2018

MENALTO ADVISORS, LLC (MENLO PARK CA)

CA

02/26/2015 - 07/01/2016

MJ CAPITAL PARTNERS, LLC (LOS ANGELES CA)

ID

02/28/2014 - 10/01/2014

ALLEGIS INVESTMENT SERVICES, LLC (IDAHO FALLS ID)

NY

12/15/2011 - 03/22/2012

WEISS MULTI-STRATEGY FUNDS LLC (NEW YORK NY)

FL

11/07/2008 - 07/08/2010

SAXIS GROUP, LLC. (MIAMI BEACH FL)

SC

11/06/2009 - 04/05/2010

SFA FINANCIAL, LLC (GREENVILLE SC)

TX

09/05/2002 - 11/15/2002

A I M DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 10/23/2008

Series 27 - Financial and Operations Principal Examination

BC

Issued 09/04/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Erika Alejandra Subieta.
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