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Gabrielle Nicole Bechwati

Charles Schwab & Co., Inc.

Menlo Park, CA

CRD 7428560

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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
TX RA APPROVED 2024-02-09
CA RA APPROVED 2022-05-13
  • TX RA
    APPROVED
    Since 2024-02-09
  • CA RA
    APPROVED
    Since 2022-05-13

Branch Locations

800 El Camino Real Suite 100, Menlo Park, CA 94025-4875 • 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. San Mateo CA 08/2021 Present
Charles Schwab Bank, Ssb San Mateo CA 08/2021 Present
Lewis Brisbois Bisgaard San Francisco CA 06/2019 08/2019
Lacrosse Academy Oc Orange CA 09/2018 05/2021
Chapman University Orange CA 08/2017 05/2021
Beeya Newport Beach, CA 03/2017 05/2019
Eps, Inc. San Mateo CA 05/2014 12/2020
Burlingame High School Burlingame CA 08/2013 05/2017
  • 08/2021 → Present
    Charles Schwab & Co., Inc.
    San Mateo, CA
  • 08/2021 → Present
    Charles Schwab Bank, Ssb
    San Mateo, CA
  • 06/2019 → 08/2019
    Lewis Brisbois Bisgaard
    San Francisco, CA
  • 09/2018 → 05/2021
    Lacrosse Academy Oc
    Orange, CA
  • 08/2017 → 05/2021
    Chapman University
    Orange, CA
  • 03/2017 → 05/2019
    Beeya
    Newport Beach,, CA
  • 05/2014 → 12/2020
    Eps, Inc.
    San Mateo, CA
  • 08/2013 → 05/2017
    Burlingame High School
    Burlingame, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-13
  • S66 Uniform Combined State Law Examination
    2022-05-13
Designations
  • Certified Financial Planner
Other Names
  • Gaby Bechwati
  • Gabrielle Bechwati

View on SEC IAPD

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