Best Investors Account Sign in
Inactive

Kalyani Chandra

Schwab Wealth Advisory, Inc.

Fremont, CA

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-19
  • CA RA
    APPROVED
    Since 2026-02-19

Branch Locations

4195 Sedge Street, Fremont, CA 94555 • 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. Fremont CA 12/2024 Present
Internal Revenue Service - Estate & Gift Tax Oakland CA 10/2008 12/2024
Schwab Wealth Advisory, Inc. Fremont CA 12/2025 Present
  • 12/2024 → Present
    Charles Schwab & Co., Inc.
    Fremont, CA
  • 10/2008 → 12/2024
    Internal Revenue Service - Estate & Gift Tax
    Oakland, CA
  • 12/2025 → Present
    Schwab Wealth Advisory, Inc.
    Fremont, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-19
  • S65 Uniform Investment Adviser Law Examination
    2026-02-19

View on SEC IAPD

Other Firms

AJAY AGRAWAL
PARAH CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
BRAVE14 CAPITAL LLC

Other Investors

AJAY AGRAWAL
HOWARD SHAUHAU CHEN
SICONG KANG
MARIA THERESA LAGUNA
XI ZOU
Carlos O Gallardo
LONG LEE LAM
LIMING CAI

Other Offices

AJAY AGRAWAL · FREMONT, CA
PARAH CAPITAL MANAGEMENT, LLC · FREMONT, CA
WELLS FARGO CLEARING SERVICES, LLC · FREMONT, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FREMONT, CA
J.P. MORGAN SECURITIES LLC · Fremont, CA
CETERA INVESTMENT ADVISERS LLC · FREMONT, CA
WELLS FARGO CLEARING SERVICES, LLC · FREMONT, CA
CITIGROUP GLOBAL MARKETS INC. · FREMONT, CA

More in Fremont, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor