Paulina Wong

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

• 05/2015 → 09/2017
  Neuberger Berman Llc
  San Francisco, CA
• 09/2017 → 09/2021
  Jp Morgan Chase Bank, N.A.
  San Francisco, CA
• 09/2017 → 09/2021
  Jp Morgan Securities, Llc
  San Francisco, CA
• 10/2018 → 07/2020
  Corepower Yoga
  San Francisco, CA
• 09/2021 → 05/2026
  Morgan Stanley
  San Francisco, CA
• 05/2026 → Present
  Charles Schwab & Co., Inc.
  San Francisco, CA

Previous Registrations

• 2021-09-29 → 2026-05-04
  Morgan Stanley
  San Francisco, CA
  San Francisco, CA
  Menlo Park, CA
• 2017-09-22 → 2021-09-04
  J.P. Morgan Securities Llc
  San Francisco, CA
• 2015-05-05 → 2017-09-13
  Neuberger Berman Bd Llc
  San Francisco, CA
• 2014-04-18 → 2015-05-11
  Ubs Financial Services Inc.
  San Mateo, CA
• 2012-07-11 → 2014-04-17
  Credit Suisse Securities (Usa) Llc
  San Francisco, CA
• 2011-11-05 → 2012-07-06
  San Francisco Sentry Investment Group
  San Francisco, CA
• 2011-12-22 → 2012-07-06
  Rand & Associates
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-11-04

Designations

• Certified Financial Planner