Vincent Vijay Lachman

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 09/2016 → 12/2018
  Bank Of America, N.A.
  Coconut Creek, FL
• 09/2016 → 12/2018
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Coconut Creek, FL
• 11/2015 → 10/2016
  Hirev, Llc
  Plantation, FL
• 02/2024 → 08/2025
  Lachman & Diaz Financial Services, Llc
  Eagle Lake, FL
• 12/2022 → 02/2024
  The Zayn Group, Inc.
  Miami, FL
• 01/2020 → 12/2022
  Island Flavors, Inc. Dba Golden Krust
  Bronx, NY
• 12/2018 → 01/2020
  Unemployed
  Long Island City, NY
• 08/2025 → Present
  Charles Schwab
  Maitland, FL
• 08/2025 → Present
  Schwab Wealth Advisory Inc.
  Orlando, FL

Previous Registrations

• 2016-09-23 → 2019-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coconut Creek, FL
  Fort Lauderdale, FL
  Coconut Creek, FL
  Coconut Creek, FL
  Fort Lauderdale, FL
  Pompano Beach, FL
• 2014-06-06 → 2015-11-18
  Morgan Stanley
  West Palm Beach, FL
  West Palm Beach, FL
  Boca Raton, FL
• 2012-10-01 → 2013-09-10
  J.P. Morgan Securities Llc
  North Lauderdale, FL
  Sunrise, FL
  Plantation, FL
  Plantation, FL
  Sunrise, FL
  Sunrise, FL
  Sunrise, FL
  Plantation, FL
• 2012-06-29 → 2012-10-01
  Chase Investment Services Corp.
  Plantation, FL
  Sunrise, FL
  Plantation, FL
  Sunrise, FL
  North Lauderdale, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-01
• S66 Uniform Combined State Law Examination
  2012-06-27

Designations

• Chartered Financial Analyst

Other Names

• Vincent Lachman
• Vincent V Lachman