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Divya Krishnan

Charles Schwab & Co., Inc.

Austin, TX

Stamford, CT

CRD 5669326

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-04-08
  • CT RA
    APPROVED
    Since 2024-04-08

Branch Locations

11800 Schwab Way, Austin, TX 78758 • United States

Stamford, CT • 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
Motif Investing San Mateo CA 04/2016 05/2020
Charles Schwab Investment Management Stamford CT 05/2020 04/2024
Charles Schwab & Co Stamford CT 05/2020 Present
  • 04/2016 → 05/2020
    Motif Investing
    San Mateo, CA
  • 05/2020 → 04/2024
    Charles Schwab Investment Management
    Stamford, CT
  • 05/2020 → Present
    Charles Schwab & Co
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-30
S63 Uniform Securities Agent State Law Examination 2009-08-31
  • S65 Uniform Investment Adviser Law Examination
    2017-10-30
  • S63 Uniform Securities Agent State Law Examination
    2009-08-31

View on SEC IAPD

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