Adviser and broker representative · Charles Schwab & Co., Inc.
Kayla J. Trujillo
CRD 6551059 · Santa Barbara, CA
At a glance
Kayla J. Trujillo is an investment adviser representative with Charles Schwab & Co., Inc. in Santa Barbara, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kayla’s SEC record dates to 2017, about 9 years ago. Kayla is also registered as a broker representative.
Current advisory firm
- Charles Schwab & Co., Inc.Since June 2017Santa Barbara, CA · $0M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kayla’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.
- Robert L. Blunt Sr.Santa Barbara
- Rachel H. BurkleySanta Barbara
- Andrew ChristensenSanta Barbara
- Vincente J. DeluciaSanta Barbara
- Henry C. GlasheenSanta Barbara
- Brooke N. HarcsaSanta Barbara
- Colby P. LaxtonSanta Barbara
- Shannon M. PeaceSanta Barbara
Every advisor at Charles Schwab & Co., Inc. →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news, moves and payouts →Financial advisors in Santa Barbara, CA →Every Charles Schwab & Co., Inc. advisor in Santa Barbara →Advisor Moves: who changed firms this week →