Terry De La Mesa Nilsen
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.
Terry De la Mesa Nilsen is an investment adviser representative with Charles Schwab & Co., Inc. in Stockton, CA, where they have been registered since 2023. They have worked in the securities industry since 1995 and have been registered with 4 firms, including E*trade Capital Management, LLC and Morgan Stanley. 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: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
13 states and territories
California, Colorado, Florida, Hawaii, Idaho, Minnesota, Nevada, New Hampshire, Ohio, Oregon, Texas, Washington, Wyoming
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.
- Morgan Stanley Smith Barney LLCJun 2009 – Feb 2020San Francisco, CA
- Morgan Stanley Private BANK, N.A.Jan 2015 – Feb 2020New York, NY
- E*TRADE Securities LLCFeb 2020 – Feb 2020Roseville, CA
- E*TRADE Capital Management LLCFeb 2020 – Jul 2023Roseville, CA
- Morgan StanleyJul 1995 – Feb 2020Roseville, CA
- Charles Schwab & Co., Inc.Jul 2023 – no end date reportedStockton, CA
- Charles Schwab Bank, SSBJul 2023 – no end date reportedStockton, CA
Official records & sources
Data as of June 27, 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 Stockton, 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. Terry De La Mesa Nilsen 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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