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Nicholas Benjamin Teyechea

Charles Schwab & CO., Inc.

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About Nicholas Benjamin Teyechea

Nicholas Teyechea is a financial advisor registered with Charles Schwab & CO., Inc. since June 2014. Nicholas is also registered with the state of Texas as an investment advisor representative. Nicholas has a Series 7, Series 6, and Series 66. Nicholas has been in the financial services industry since July 2014. In addition to working for Charles Schwab & CO., Inc. Nicholas also works for Charles Schwab Bank. Nicholas has worked for Charles Schwab Trust Bank since August 2021. Nicholas is licensed in both Arizona and Texas.

Firm Information

Nicholas Teyechea 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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Nicholas Teyechea’s Registration & Firm History

TX

11/30/2023 - Present

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

IL

10/22/2003 - 02/27/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 11/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2014

Series 7 - General Securities Representative Examination

BC

Issued 10/21/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Nicholas Benjamin Teyechea. Review regulatory record here.
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