Suki None Lee

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

• 05/1992 → Present
  Charles Schwab & Co., Inc.
  Sunnyvale, CA
• 02/2005 → Present
  Charles Schwab Bank Ssb
  Sunnyvale, CA

Other Businesses

1)Self Employed Rental Property, SF CA I own two rental properties in SF. 1) The address is 245 College Ave, SF 94112. 2) 665-667 Moultrie Ave, SF, CA 94110. I receive rental income from those properties. hours per month less than 20 (2) 2nd rental property, SF Collecting rent and manage property on as needed basis. Hours per month less than 20, (3) #rd Rental property, SF, Owner ,Collecting rent and manage property on as needed basis. Hours per month less than 20

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-22
• S63 Uniform Securities Agent State Law Examination
  1993-01-04

Other Names

• Hsueh Lan Lee
• Suki Lee