Veerapan Perianan

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

• 01/2015 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 12/2025 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Other Businesses

1) Civil Air Patrol|Investment Related:No|6848 South Revere Parkway;Centennial;Colorado;80112;USA|Nonprofit Charitable Organizations|Finance Committee Member|2023-12-15|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I have been asked to perform the duty of a finance committee member in one of Civil Air Patrol's Cadet squadron units in the Denver area. My role along with other committee members will be to analyze and approve budgets and expenses at our unit level. 2) Chartered Alternative Investment Analyst Association, Rocky Mountain Chapter|Investment Related:No|11 Amity Street;Amherst;Massachusetts;01002;USA|Education|Executive Committee/Board member|2025-07-07|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0.1|My roles involve helping to organize events and talks with industry practitioners, apart from helping get the word out about CAIA to the investment community in our region.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-17

Other Names

• Veeru Perianan