Devin Berkowitz
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.
Devin Berkowitz is an investment adviser representative with Charles Schwab & Co., Inc. in San Diego, CA, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 5 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 California.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
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.
- Purshe Kaplan Sterling InvestmentsSep 2022 – Nov 2023Houston, TX
- Thrivent Advisor Network DBA 49 FinancialMar 2022 – Dec 2022Houston, TX
- Boise State UniversityAug 2018 – May 2022Boise, ID
- San Ramon High SchoolAug 2014 – Jun 2018San Ramon, CA
- Las Vegas RaidersOct 2016 – Mar 2018Napa, CA
- TaphouseMar 2021 – Feb 2022Boise, ID
- 49 Wealth ManagementSep 2022 – Nov 2023Houston, TX
- Fidelity InvestmentsDec 2023 – Mar 2025Dublin, CA
- Fidelity InvestmentsMar 2025 – Jul 2025Dublin, CA
- Charles Schwab & Co., IncJun 2025 – no end date reportedSan Diego, CA
- Charles Schwab BankAug 2025 – no end date reportedSan Diego, 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 San Diego, 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. Devin Berkowitz 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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