Aaron Pimentel
Investment Adviser Representative at Schwab Wealth Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Aaron Pimentel is an investment adviser representative with Schwab Wealth Advisory, Inc. in Bellevue, WA, where they have been registered since 2026. They have worked in the securities industry since 2008 and have been registered with 7 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
- Broker:
10 states and territories
Arizona, Colorado, Hawaii, Idaho, Maryland, Oregon, Texas, Utah, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bank of America, N.A.Aug 2015 – Nov 2017Redondo Beach, CA
- Merrill Lynch, Pierce, Fenner & Smith Inc.Aug 2015 – Nov 2017Redondo Beach, CA
- U.S. Bancorp Investments, Inc.Nov 2017 – Nov 2018Rolling Hills Estates, CA
- Fisher InvestmentsDec 2018 – Apr 2019Camas, WA
- E*TRADE Securities LLCAug 2019 – Jan 2021Seattle, WA
- E*TRADE Capital Management, LLCAug 2019 – Jan 2021Seattle, WA
- UnemployedMay 2019 – Aug 2019Vancouver, WA
- E*TRADE Securities LLCJan 2021 – May 2022Seattle, WA
- E*TRADE Capital Management LLCJan 2021 – May 2022Seattle, WA
- Fidelity InvestmentsMay 2022 – Mar 2026Bellevue, WA
- Fidelity InvestmentsMar 2025 – Mar 2026Bellevue, WA
- Charles Schwab & Co., Inc.Apr 2026 – no end date reportedBellevue, WA
- Schwab Wealth Advisory IncApr 2026 – no end date reportedBellevue, WA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Schwab Wealth Advisory, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Bellevue, WA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aaron Pimentel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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