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Scott Coltrin Ruegg

Investment Adviser Representative at Charles Schwab & Co., Inc.

San Francisco, CACRD #8141034Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Scott Coltrin Ruegg is an investment adviser representative with Charles Schwab & Co., Inc. in San Francisco, CA, where they have been registered since 2026. They have worked in the securities industry since 2025. 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 California.

Office

425 Market Street, Floor 17
San Francisco, CA 94105

Advisors at this office: 20

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
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.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/15/2026
Series 7
General Securities Representative Examination
Passed 12/19/2025
SIE
Securities Industry Essentials Examination
Passed 11/21/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Charles Schwab & Co., Inc.Current
5/16/2026 – San Francisco, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Unemployed
    Oct 2015 – May 2022Lafayette, CA
  2. Orinda Country Club
    May 2022 – Aug 2022Orinda, CA
  3. Full Time Education
    Aug 2021 – May 2025Colorado Springs, CO
  4. Rue-Ell Enterprises
    Jan 2023 – Aug 2023Berkeley, CA
  5. Rue-Ell Enterprises
    Jun 2024 – Aug 2024Berkeley, CA
  6. Rue-Ell Enterprises
    Jun 2025 – Sep 2025Berkeley, CA
  7. Charles Schwab & Co., Inc.
    Oct 2025 – no end date reportedSan Francisco, CA
  8. Charles Schwab bank
    Apr 2026 – no end date reportedSan Francisco, CA

Official records & sources

Data as of June 29, 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 Francisco, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Coltrin Ruegg 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Scott Coltrin Ruegg (Charles Schwab & Co.) - Advisor Profile