Kyle Stallcop
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.
Kyle Stallcop is an investment adviser representative with Charles Schwab & Co., Inc. in Tacoma, WA, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
- Broker:
11 states and territories
Alaska, Arizona, California, Colorado, Florida, Idaho, Montana, Oregon, Texas, Utah, 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.
- Harborstone Credit UnionMar 2022 – Apr 2023Puyallup, WA
- AmazonSep 2021 – Mar 2022Fife, WA
- Bellingham BellsMay 2021 – Aug 2021Bellingham, WA
- Lowe'sMay 2019 – Aug 2020Auburn, WA
- Washington State University Athletic CommunicationsSep 2019 – Mar 2020Pullman, WA
- Lowe'sApr 2019 – Aug 2019Auburn, WA
- FedExMay 2018 – Aug 2018Fife, WA
- Cetera Investment Services LLCMay 2023 – Oct 2023Tacoma, WA
- Umpqua BANKMay 2023 – May 2024Tacoma, WA
- Full Time EducationAug 2017 – Jul 2021Pullman, WA
- Emerald Ridge High SchoolAug 2014 – Jun 2017Puyallup, WA
- Raymond James Financial Services, Inc.Oct 2023 – May 2024Tacoma, WA
- Columbia Wealth AdvisorsOct 2023 – May 2024Tacoma, WA
- Raymond James Financial Services Advisors, IncNov 2023 – May 2024Tacoma, WA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 – Jun 2025Tacoma, WA
- B-T-L Payroll, LLCOct 2019 – Dec 2019Pullman, WA
- Bank of America, N.A.Jul 2024 – Jun 2025Tacoma, WA
- Charles Schwab & Co., Inc.Jun 2025 – no end date reportedTacoma, WA
Official records & sources
Data as of August 11, 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 Tacoma, 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. Kyle Stallcop 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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