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Sterling David Rea

Charles Schwab & CO., Inc.

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About Sterling David Rea

Sterling David Rea is a financial professional licensed in 53 states and territories with a strong background in the securities industry. Sterling holds the Series 3, Series 7TO, and Series 63 licenses. Prior to joining Charles Schwab & Co., Inc., Sterling was associated with TD AMERITRADE, INC. Sterling specializes in helping clients build a strong financial foundation through a combination of financial planning and portfolio management services. Sterling can help with a variety of financial planning needs. Sterling's expertise and experience can be valuable for individuals who want to manage their investments, plan for retirement, or address other financial goals.

Firm Information

Sterling Rea 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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Sterling Rea’s Registration & Firm History

TX

06/16/2023 - Present

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

TX

06/11/2022 - 05/19/2024

TD AMERITRADE, INC. (Westlake TX)

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Licenses & Designations

BC

Issued 06/23/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2023

Series 3 - National Commodity Futures Examination

BC

Issued 06/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/12/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Sterling David Rea.
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