Fayann Han

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

• 11/2021 → Present
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 11/2021 → 10/2024
  Charles Schwab Bank, Ssb
  Menlo Park, CA
• 05/2021 → 11/2021
  Aerotek, Dba Td Ameritrade
  Cupertino, CA
• 03/2020 → 06/2021
  University Of California, Davis
  Davis, CA
• 11/2019 → 06/2021
  Integrated Attention Lab
  Davis, CA
• 06/2019 → 02/2020
  Athleta
  Palo Alto, CA
• 09/2018 → 06/2021
  University Of California - Davis
  Davis, CA
• 01/2012 → 08/2018
  Student
  Palo Alto, CA
• 10/2024 → Present
  Schwab Wealth Advisory , Inc
  San Francisco, CA

Previous Registrations

• 2022-07-20 → 2022-10-14
  Td Ameritrade, Inc.
  Menlo Park, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-07-07