Adviser and broker representative · Charles Schwab & Co., Inc.
Kyle D. Christian
CRD 5959100 · Winter Park, FL
At a glance
Kyle D. Christian 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 Kyle’s SEC record dates to 2015, about 11 years ago. Kyle is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Charles Schwab & Co., Inc.Since May 2015Winter Park, FL · $0M in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kyle’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
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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.