Tyler
Van Donge

Schwab Private Client Investment Advisory, Inc

CRD#5775981
Investment Advisor
in Orlando, FL
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About this Advisor

Tyler Van Donge is a certified financial planner working in Orlando, Florida, who has been in the advisory business for 14 years. Van Donge currently works for Schwab Private Client Investment Advisory, Inc. Over the course of their career, they have held roles at Jpmorgan Chase, Capital City Bank, Merrill Lynch, Florida State University, Suntrust Investment Services, Inc, Suntrust Bank, Merrill Lynch, Pierce, Fenner & Smith, Inc, Chase Investment Services Corp, Metlife Securities and Charles Schwab & Co., Inc. Van Donge maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Schwab Private Client Investment Advisory, Inc is an advisory business headquartered in Orlando, Florida. The firm has offices in 10 locations and a total of 598 advisors. It administers $90 billion in total assets among its 108,791 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 108,791 accounts, 66% belong to high-net-worth investors who have greater than $1 million in investable assets. Schwab Private Client Investment Advisory, Inc offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically are based on which services the firm provides the client. Fees charged by Schwab Private Client Investment Advisory, Inc typically consist of other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

Tyler Van Donge Work History

Tyler has 14 years of experience.

2016 - Present (3 years)

Charles Schwab & Co., Inc

2016 - Present (3 years)

Schwab Private Client Investment Advisory

2015 - 2016 (1 years)

Metlife Securities

2014 - 2014 (0 years)

Suntrust Investment Services, Inc

2014 - 2014 (0 years)

Suntrust Bank

2010 - 2014 (4 years)

Merrill Lynch

2010 - 2014 (4 years)

Merrill Lynch, Pierce, Fenner & Smith, Inc

2009 - 2010 (1 years)

Jpmorgan Chase

2009 - 2010 (1 years)

Chase Investment Services Corp

2008 - 2009 (1 years)

Capital City Bank

2004 - 2008 (4 years)

Florida State University

Disclosures

Tyler Van Donge has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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