Saher Khan

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 07/2016 → 12/2019
  Suntrust Bank
  Orlando, FL
• 08/2016 → 04/2022
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 08/2016 → 09/2022
  Suntrust Advisory Services Llc
  Atlanta, GA
• 04/2022 → 09/2022
  Truist Investment Services, Inc
  Atlanta, GA
• 12/2019 → 09/2022
  Truist Bank
  Orlando, FL
• 10/2022 → Present
  Charles Schwab & Co, Inc
  Charlotte, NC
• 10/2022 → 01/2026
  Charles Schwab Premier Bank
  Orlando, FL
• 12/2023 → Present
  Charles Schwab Bank, Ssb
  Charlotte, NC

Previous Registrations

• 2016-11-23 → 2022-09-14
  Truist Advisory Services, Inc.
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 2016-08-22 → 2016-12-31
  Truist Investment Services, Inc.
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Winter Park, FL
• 2015-08-31 → 2016-01-20
  Santander Securities Llc
  Dover, NJ
  Short Hills, NJ
  Morris Plains, NJ
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-24
• S63 Uniform Securities Agent State Law Examination
  2013-11-08

Other Names

• Saher Khan
• Saher Reynoso
• Saher Saher