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Cassandra Lynn Webster

Charles Schwab & Co., Inc.

Boston, MA

Lone Tree, CO

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-03-11
  • PA RA
    APPROVED
    Since 2022-03-11

Branch Locations

One International Place, Boston, MA 02110-2600 • United States

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Windhaven Investment Management Boston MA 09/2013 03/2018
Charles Schwab & Co., Inc. Boston MA 01/2018 12/2020
Charles Schwab Investment Advisory, Inc. Boston MA 12/2020 12/2021
Charles Schwab & Co., Inc. Boston MA 12/2021 Present
Previous Registrations
  • 2020-12-23 → 2022-03-14
    Charles Schwab Investment Advisory, Inc.
    Boston, MA
    San Francisco, CA
  • 2018-02-22 → 2020-12-22
    Charles Schwab & Co., Inc.
    Boston, MA
  • 2014-08-12 → 2018-03-30
    Windhaven Investment Management, Inc.
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-11
  • S65 Uniform Investment Adviser Law Examination
    2014-03-11
Other Names
  • Cassandra Lynn Hilty
  • Cassandra Lynn Webster
  • Cassandra Lynn Webster

View on SEC IAPD

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