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Lei Fu

Schwab Wealth Advisory, Inc.

San Francisco, CA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-28
IN RA APPROVED 2021-07-09
  • CA RA
    APPROVED
    Since 2024-08-28
  • IN RA
    APPROVED
    Since 2021-07-09

Branch Locations

425 Market Street Floor 17, San Francisco, CA 94105 • 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
Charles Schwab & Co., Inc. San Francisco CA 01/2015 Present
Schwab Wealth Advisory, Inc. San Francisco CA 07/2021 Present
Other Businesses

1) Long Ridge Property LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|LLC Member|6/1/2026|Less than 20|0|As a member in the personal rental property LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-15
S63 Uniform Securities Agent State Law Examination 2015-05-22
  • S66 Uniform Combined State Law Examination
    2017-06-15
  • S63 Uniform Securities Agent State Law Examination
    2015-05-22
Designations
Other Names
  • Rebecca Fu

View on SEC IAPD

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