Christian Terrazas
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christian Terrazas is an investment adviser representative with Charles Schwab & Co., Inc. in Upland, CA, where they have been registered since 2024. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
2 states and territories
Arizona, California
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.
- BBVA Securities IncAug 2018 – Sep 2021Riverside, CA
- BBVA USAMar 2017 – Sep 2021Birmingham, AL
- U.S BankMay 2015 – Mar 2017Corona, CA
- BBVA Insurance Agency Inc.Mar 2018 – Sep 2021Austin, TX
- MUFG Union BankOct 2021 – Nov 2022San Bernardino, CA
- Unionbanc Investment ServicesOct 2021 – Nov 2022San Bernardino, CA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 – Jul 2023Moreno Valley, CA
- Bank of America, N.A.Oct 2022 – Jul 2023Moreno Valley, CA
- Full Time EducationAug 2012 – Jan 2017Riverside, CA
- Morgan StanleyAug 2023 – Sep 2024Irvine, CA
- Charles Schwab & Co, IncOct 2024 – no end date reportedUpland, CA
- Charles Schwab Bank, SSBOct 2024 – no end date reportedUpland, CA
- Charles Schwab Premier Bank, SSBAug 2026 – no end date reportedUpland, CA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
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 Upland, CA
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. Christian Terrazas 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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