Rushil Patel

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

• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 10/2021 → 12/2021
  Cornerstone Capital Planning Group
  Philadelphia, PA
• 05/2021 → 08/2021
  Northwestern Mutual
  Milwaukee, WI
• 05/2017 → 03/2020
  Pick 'n Save
  Brookfield, WI
• 07/2020 → 08/2020
  Retail Odyssey
  Sussex, WI
• 09/2015 → 09/2019
  Little Switzerland
  Slinger, WI
• 08/2016 → 08/2018
  Metropolitan Builders Association
  Waukesha, WI
• 06/2012 → 06/2022
  Student
  Menomonee Falls, WI
• 06/2022 → Present
  Schwab Wealth Advisory Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16

Designations

• Certified Financial Planner