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Ramon Demetrio Mencia

Charles Schwab & CO., Inc.

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About Ramon Demetrio Mencia

Ramon Demetrio Mencia is a financial professional with over 25 years of experience in the industry. Ramon is currently registered with Charles Schwab & Co., Inc. Ramon has also held previous registrations with New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., MetLife Securities Inc., Wolfe & Hurst Bond Brokers Inc., Janney Montgomery Scott LLC, and Barr Brothers & Co., Inc. Ramon holds Series 7, 52, 53, 63, and SIE licenses. Ramon's current branch office locations are in Jersey City, NJ and Washington, NJ.

Firm Information

Ramon Mencia 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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Ramon Mencia’s Registration & Firm History

NJ

09/24/2008 - Present

Charles Schwab & CO., Inc. (Jersey City NJ)

NJ

06/14/2007 - 09/16/2008

NEW ENGLAND SECURITIES (ISELIN NJ)

NJ

06/14/2007 - 09/16/2008

TOWER SQUARE SECURITIES, INC. (ISELIN NJ)

NJ

06/14/2007 - 09/16/2008

WALNUT STREET SECURITIES, INC. (ISELIN NJ)

NJ

06/08/2007 - 09/16/2008

METLIFE SECURITIES INC. (ISELIN NJ)

NJ

01/10/2007 - 05/15/2007

WOLFE & HURST BOND BROKERS INC. (JERSEY CITY NJ)

PA

07/20/2005 - 09/01/2006

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

TX

09/12/2002 - 07/15/2005

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

05/21/1997 - 08/07/2002

BARR BROTHERS & CO., INC. (NEW YORK NY)

NA

06/14/1994 - 05/07/1996

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

BC

Issued 02/04/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2003

Series 7 - General Securities Representative Examination

BC

Issued 06/13/1994

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ramon Demetrio Mencia.
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