Hannah Rachel Kotler

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → 02/2026
  Ameriprise Financial Services Llc
  Florham Park, NJ
• 05/2024 → 02/2025
  Unemployed
  Morristown, NJ
• 09/2023 → 05/2024
  Yeshiva University Academic Advising
  New York, NJ
• 08/2020 → 05/2024
  Yeshiva University
  New York, NY
• 08/2016 → 07/2020
  Kosloff Torah Academy
  Bala Cynwyd, PA
• 09/2023 → 04/2024
  Maccabee Ventures
  New York, NY
• 07/2023 → 08/2023
  Sapir Venture Partners
  Jerusalem
• 10/2022 → 01/2023
  Maimon Wealth
  Ra'nAna
• 04/2026 → Present
  Charles Schwab & Co, Inc
  New York City, NY
• 04/2026 → Present
  Charles Schwab Bank, Ssb
  New York City, NY

Previous Registrations

• 2025-04-23 → 2026-02-10
  Ameriprise Financial Services, Llc
  New York, NY
  Morristown, NJ
  Florham Park, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-04-23

Other Names

• Hannah Kotler