Best Investors Account Sign in

Maleehah Jawed Saya

Charles Schwab & Co., Inc.

Richmond, TX

Lone Tree, CO

CRD 7073845

Claim This Profile
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 2025-08-05
  • TX RA
    APPROVED
    Since 2025-08-05

Branch Locations

Richmond, TX • United States

9800 Schwab Way, Lone Tree, CO 80124 • 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. Richmond TX 02/2019 Present
University Of Texas At Dallas Richardson TX 08/2015 12/2018
Kumon Education Irving TX 06/2014 06/2018
Gis Corporation Irving TX 07/2015 12/2018
  • 02/2019 → Present
    Charles Schwab & Co., Inc.
    Richmond, TX
  • 08/2015 → 12/2018
    University Of Texas At Dallas
    Richardson, TX
  • 06/2014 → 06/2018
    Kumon Education
    Irving, TX
  • 07/2015 → 12/2018
    Gis Corporation
    Irving, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-04
S63 Uniform Securities Agent State Law Examination 2019-11-12
  • S66 Uniform Combined State Law Examination
    2025-08-04
  • S63 Uniform Securities Agent State Law Examination
    2019-11-12

View on SEC IAPD

More in Richmond, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor