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Nilesh Imanuel Christian

Charles Schwab & Co., Inc.

Westlake, TX

East Walpole, MA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-09
  • TX RA
    APPROVED
    Since 2023-03-09

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

East Walpole, MA • 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
N/A East Walpole MA 04/2016 12/2016
Creative Planning Overland Park KS 01/2017 03/2018
Mariner Wealth Advisors Overland Park KS 04/2018 06/2018
Glenmede Trust Company Philadelphia PA 11/2018 11/2021
Heritage Financial Services, Llc Westwood MA 01/2022 08/2022
N/A East Walpole MA 07/2018 10/2018
N/A East Walpole MA 09/2022 02/2023
Charles Schwab & Co., Inc. Boston MA 02/2023 Present
Charles Schwab Bank, Ssb Boston MA 02/2023 Present
  • 04/2016 → 12/2016
    N/A
    East Walpole, MA
  • 01/2017 → 03/2018
    Creative Planning
    Overland Park, KS
  • 04/2018 → 06/2018
    Mariner Wealth Advisors
    Overland Park, KS
  • 11/2018 → 11/2021
    Glenmede Trust Company
    Philadelphia, PA
  • 01/2022 → 08/2022
    Heritage Financial Services, Llc
    Westwood, MA
  • 07/2018 → 10/2018
    N/A
    East Walpole, MA
  • 09/2022 → 02/2023
    N/A
    East Walpole, MA
  • 02/2023 → Present
    Charles Schwab & Co., Inc.
    Boston, MA
  • 02/2023 → Present
    Charles Schwab Bank, Ssb
    Boston, MA
Previous Registrations
  • 2022-03-01 → 2022-08-08
    Heritage Financial Services
    Westwood, MA
  • 2018-04-12 → 2018-07-12
    Mariner
    Overland Park, KS
  • 2017-01-11 → 2018-04-09
    Creative Planning
    Plano, TX
    Overland Park, KS
  • 2006-09-22 → 2016-04-13
    Strategic Advisers Llc
    Boston, MA
    Smithfield, RI
  • 2001-03-19 → 2006-08-08
    Strategic Advisers Llc
    Westlake, TX
  • 2005-04-26 → 2006-08-08
    Fidelity Personal Trust Company, Fsb
    Westlake, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-23
S66 Uniform Combined State Law Examination 2000-11-16
  • S63 Uniform Securities Agent State Law Examination
    2023-06-23
  • S66 Uniform Combined State Law Examination
    2000-11-16
Designations
Other Names
  • Neil Imanuel Christian
  • Nilesh Christian
  • Neil Christian

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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