Carl
Skoglin

Schwab Private Client Investment Advisory, Inc

CRD#2415049
Investment Advisor
in Orlando, FL
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About this Advisor

Carl Skoglin is a certified financial planner located in Orlando, Florida. Currently a registered advisor with Schwab Private Client Investment Advisory, Inc, Skoglin has 13 years of practice as a registered advisor. Skoglin holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Skoglin is registered to work with clients in Florida. Over the course of their career, they have held roles at Charles Schwab & Co., Inc, Charles Schwab Bank and Liberty Mountain Resort. Schwab Private Client Investment Advisory, Inc is headquartered in Orlando, Florida, and operates out of 10 locations in the United States. In aggregate, Schwab Private Client Investment Advisory, Inc oversees $90 billion in assets across 108,791 client accounts and retains more than 598 people. The firm's total assets under management places it among the biggest firms in the country. Currently 66% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Schwab Private Client Investment Advisory, Inc offers financial planning services and portfolio management for individuals and small businesses. The firm's fees may include other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Others

Disclosures

No

Office Location

1991 Summit Park Drive
Orlando, FL 32810

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Schwab Private Client Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$90,026,786,406

FL Average: $7,578,581,321
Total Number of Employees

598

FL Average: 43
Total Number of Accounts

108,791

FL Average: 3,727
Average Account Size

$827,521

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Carl Skoglin Work History

Carl has 13 years of experience.

2007 - Present (12 years)

Charles Schwab & Co., Inc

2007 - 2011 (4 years)

Charles Schwab Bank

2005 - Present (14 years)

Liberty Mountain Resort

Disclosures

Carl Skoglin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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