Ryan Overton
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.
Ryan Overton is an investment adviser representative with Charles Schwab & Co., Inc. in Berkeley, CA, where they have been registered since 2025. They have worked in the securities industry since 2014 and have been registered with 6 firms, including Wells Fargo Advisors and Advice and Planning Services. 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: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
4 states and territories
California, Colorado, Massachusetts, Pennsylvania
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.
- JP Morgan Securities LLCApr 2014 – May 2017Berkeley, CA
- JP Morgan Chase BANKJan 2014 – May 2017Berkeley, CA
- RYAN Overton (DBA Fresh AND Stylish)Oct 2016 – May 2017Oakland, CA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 – Feb 2019Oakland, CA
- Bank of America, N.A.May 2017 – Feb 2019Oakland, CA
- E*TRADE Securities, LLCFeb 2019 – Sep 2023San Francisco, CA
- E*TRADE Capital Management LLCFeb 2019 – Sep 2023San Francisco, CA
- Morgan StanleyMar 2023 – Oct 2023San Francisco, CA
- Harris Direct, LLCFeb 2019 – Sep 2023San Francisco, CA
- TIAANov 2023 – Dec 2024San Francisco, CA
- TIAA-CREF Individual & Institutional Services, LLCNov 2023 – Dec 2024San Francisco, CA
- Wells Fargo Clearing Services, LLCDec 2024 – Jul 2025San Francisco, CA
- Charles Schwab & Co., Inc.Jul 2025 – no end date reportedBerkeley, CA
- Charles Schwab Bank, SSBJul 2025 – no end date reportedBerkeley, 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
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan Overton 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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