Regina Jui Chieh Tsai

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 03/2017
  B|O|S
  San Francisco, CA
• 06/2017 → Present
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 06/2017 → Present
  Schwab Wealth Advisory Inc
  San Francisco, CA

Previous Registrations

• 2016-12-07 → 2017-05-02
  B|O|S
  San Francisco, CA
• 2013-12-12 → 2016-07-22
  Usaa Financial Planning Services
  San Francisco, CA
• 2005-03-23 → 2007-04-09
  Grove Point Investments, Llc
  Falls Church, VA
  Rockville, MD
• 2004-10-04 → 2005-03-03
  Legg Mason Wood Walker, Incorporated
  Bethesda, MD

Other Businesses

1) Rental Property | Investment Related:No|9801 Feathertree Terrace Apt 304|Gaithersburg|MD|20886|USA|Real Estate (Non-Agent/Broker)|Landlord|4/1/2014|Less than 20|0|I have a tenant in my condo in Maryland, which I also use as a second home.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-01

Designations

• Certified Financial Planner

Other Names

• Regina J. Tsai
• Regina Jui-Chieh Tsai
• Regina Jui-Chieh Tsai