Trey Donaldson
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.
Trey Donaldson is an investment adviser representative with Charles Schwab & Co., Inc. in Phoenix, AZ, where they have been registered since 2026. They have worked in the securities industry since 2024. They have passed 4 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 Arizona.
Office
Advisors at this office: 81
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
- Broker:
45 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, 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.
- Full Time EducationAug 2016 – Apr 2017Gilbert, AZ
- UnemployedMay 2017 – Jul 2017Mesa, AZ
- Full Time EducationAug 2017 – Apr 2018Gilbert, AZ
- UnemployedMay 2018 – Jul 2018Mesa, AZ
- Full Time EducationAug 2018 – Apr 2019Gilbert, AZ
- UnemployedMay 2019 – Jul 2019Mesa, AZ
- Full Time EducationAug 2019 – Apr 2020Gilbert, AZ
- UnemployedMay 2020 – Jul 2020Mesa, AZ
- Full Time EducationAug 2020 – Dec 2020Lakewood, CO
- Full Time EducationJan 2021 – Apr 2021Mesa, AZ
- Mod PizzaMay 2021 – Aug 2021Mesa, AZ
- Full Time EducationSep 2021 – Apr 2022Phoenix, AZ
- Red RobinMay 2022 – Mar 2023Mesa, AZ
- Full Time EducationSep 2022 – Apr 2023Phoenix, AZ
- Harkins TheatreMay 2023 – Aug 2023Mesa, AZ
- Full Time EducationSep 2023 – Dec 2023Phoenix, AZ
- Northwestern MutualSep 2023 – Mar 2024Gilbert, AZ
- Charles Schwab & Co., Inc.Apr 2024 – no end date reportedPhoenix, AZ
- Charles Schwab Bank, SSBMay 2026 – no end date reportedPhoenix, AZ
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 Phoenix, AZ
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. Trey Donaldson 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched