Anna Zholkevych

Employer firm

Nuveen Asset Management, LLC CRD 155584

$280B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 10/2022
  Charles Schwab & Co., Inc.
  Schaumburg, IL
• 01/2020 → 10/2022
  Charles Schwab Bank, Ssb
  Schaumburg, IL
• 01/2016 → 10/2019
  Cra Financial
  Northfield, NJ
• 01/2016 → 09/2017
  Capaldi Reynolds & Pelosi
  Northfield, NJ
• 05/2023 → Present
  Nuveen Securities, Llc
  Chicago, IL
• 11/2022 → 04/2023
  Unemployed
  Hoffman Estates, IL
• 05/2023 → Present
  Nuveen Asset Management, Llc
  Chicago, IL

Previous Registrations

• 2020-01-31 → 2022-10-17
  Charles Schwab & Co., Inc.
  Geneva, IL
  Naperville, IL
  Schaumburg, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-06-19
• S65 Uniform Investment Adviser Law Examination
  2019-09-20

Other Names

• Anna Sadykova