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Desiderio Leyba

Advisor at Charles Schwab

Updated today

Location

Broomfield, CO 80021

Credentials

Series 63, Series 66

Industry experience

2 years

About

Desiderio Leyba is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Before joining Schwab, he worked at Fidelity Investments and held positions at several technology companies, including Bits in Glass and Soroco. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational and custody arrangements.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

Based on Charles Schwab

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

11900 Quantum Parkway

Broomfield, CO 80021

Most active in

Colorado

Work history

Charles Schwab Bank, SSB

2024 - Present (2 years)

Charles Schwab

2024 - Present (2 years)

FIDELITY INVESTMENTS

2023 - 2024 (1 year)

UnEmployed

2023 - 2023 (1 year)

Bits in Glass

2022 - 2023 (1 year)

Flowable

2021 - 2022 (1 year)

Soroco

2019 - 2021 (2 years)

BlueScape

2018 - 2019 (1 year)

Blue Software

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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