RC
RC

Rey Camacho

6 Years of Experience
Austin, TX
1 DisclosureBroker

Rey Camacho is a registered investment advisor at Schwab Wealth Advisory, INC., based in Austin, TX, with 6 years of industry experience. Rey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.

Compensation
N/A
Firm Size
1462 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.

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Location

11800 Schwab Way, Austin, TX, 78758

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History

Regulatory History (1)
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Criminal
May 2013
Final Disposition
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
March 2026 - Present · 6 mos
Charles Schwab & CO., INC.Broker
December 2025 - Present · 9 mos
Charles Schwab & CO., INC.
December 2025 - Present · 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2023 - December 2023 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2023 - December 2023 · 9 mos
Morgan Stanley
April 2021 - February 2022 · 10 mos
Morgan StanleyBroker
April 2021 - February 2022 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2016 - March 2021 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2016 - March 2021 · 4 yrs 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.