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Chandeep Singh Chadha

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 7366757

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-06-08
CA RA APPROVED 2022-10-25
  • AZ RA
    APPROVED
    Since 2023-06-08
  • CA RA
    APPROVED
    Since 2022-10-25

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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 Phoenix AZ 04/2021 Present
Topgolf Glendale AZ 08/2018 03/2022
The Ups Store Sun City AZ 10/2016 01/2017
Chipotle Peoria AZ 04/2017 06/2018
Full-Time Education Glendale AZ 06/2016 10/2016
Unemployed Glendale AZ 02/2017 03/2017
Charles Schwab Bank, Ssb Phoenix AZ 10/2023 01/2026
  • 04/2021 → Present
    Charles Schwab & Co., Inc
    Phoenix, AZ
  • 08/2018 → 03/2022
    Topgolf
    Glendale, AZ
  • 10/2016 → 01/2017
    The Ups Store
    Sun City, AZ
  • 04/2017 → 06/2018
    Chipotle
    Peoria, AZ
  • 06/2016 → 10/2016
    Full-Time Education
    Glendale, AZ
  • 02/2017 → 03/2017
    Unemployed
    Glendale, AZ
  • 10/2023 → 01/2026
    Charles Schwab Bank, Ssb
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-25
S63 Uniform Securities Agent State Law Examination 2021-11-19
  • S66 Uniform Combined State Law Examination
    2022-10-25
  • S63 Uniform Securities Agent State Law Examination
    2021-11-19
Other Names
  • Chandeep S Chadha
  • Chandeep Chadha

View on SEC IAPD

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