Yevgeny Veksler
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.
Yevgeny Veksler is an investment adviser representative with Charles Schwab & Co., Inc. in Orlando, FL, where they have been registered since 2025. They have worked in the securities industry since 2017 and have been registered with 6 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. 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 Florida and Texas.
Office
Advisors at this office: 134
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
13 states and territories
Florida, Georgia, Illinois, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2017 – Jun 2018Clearwater, FL
- Bank of AmericaOct 2015 – Apr 2017Fort Myers, FL
- Bank of America, N.A.Oct 2017 – Jun 2018Clearwater, FL
- Wells Fargo BANK, NAJul 2018 – Jun 2021Tampa, FL
- Wells Fargo Clearing Services, LLCJul 2018 – Jun 2021Tampa, FL
- Fisher InvestmentsJun 2021 – Feb 2024Tampa, FL
- Fidelity InvestmentsFeb 2024 – Jun 2024Altamonte Springs, FL
- Fidelity InvestmentsMar 2025 – Apr 2025Boston, MA
- Fidelity InvestmentsJun 2024 – Apr 2025Altamonte Springs, FL
- Charles Schwab & Co., IncMar 2025 – no end date reportedOrlando, FL
- Charles Schwab Bank SSBMar 2025 – no end date reportedOrlando, FL
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
Similar advisors in Orlando, FL
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. Yevgeny Veksler 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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