Sabrina Suen

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

• 12/2017 → 03/2026
  Ubs Financial Services
  San Francisco, CA
• 07/2014 → 07/2017
  Wells Fargo Advisors
  St. Louis, MO
• 08/2017 → 11/2017
  Homemaker
  San Jose, CA
• 04/2026 → Present
  Schwab Wealth Advisory, Inc.
  San Francisco, CA
• 04/2026 → Present
  Charles Schwab & Co., Inc.
  San Francisco, CA

Previous Registrations

• 2018-05-23 → 2026-04-07
  Ubs Financial Services Inc.
  San Francisco, CA
  Palo Alto, CA
  Foster City, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-05-23
• S65 Uniform Investment Adviser Law Examination
  2011-05-24
• S63 Uniform Securities Agent State Law Examination
  2011-04-29

Designations

• Certified Financial Planner

Other Names

• Jinyang Zhao
• Sabrina Zhao