Adviser and broker representative · Charles Schwab & Co., Inc.
Cameron Mauchin
CRD 7245692 · Winter Park, FL
At a glance
Cameron Mauchin is an investment adviser representative with Charles Schwab & Co., Inc. in Winter Park, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cameron’s SEC record dates to 2021, about 5 years ago. Cameron is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Charles Schwab & Co., Inc.Since March 2021Winter Park, FL · $0M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Cameron’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Charles Schwab & Co., Inc.
- Kyle D. ChristianWinter Park · Certified Financial Planner, Chartered Financial Analyst
- Erncy DumornayWinter Park
- Carter J. FeltnerWinter Park
- Caleb M. FennerWinter Park · Certified Financial Planner
- Frank R. LiccardoWinter Park · Certified Financial Planner
- Jeffrey E. LinaresWinter Park
- Pierce A. MohelnitzkyWinter Park
- David PetersWinter Park
Every advisor at Charles Schwab & Co., Inc. →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news, moves and payouts →Financial advisors in Winter Park, FL →Every Charles Schwab & Co., Inc. advisor in Winter Park →Advisor Moves: who changed firms this week →