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Christopher Sheehan

Charles Schwab Investment Management, Inc

Richfield, OH

San Francisco, CA

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Current Employers
Charles Schwab Investment Management, Inc

425 Market Street Suite 1700, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-07-01
  • OH RA
    APPROVED
    Since 2020-07-01

Branch Locations

Richfield, OH • United States

425 Market Street Suite 1700, San Francisco, CA 94105 • 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
Wasmer, Schroeder & Company, Inc. Cleveland OH 08/2006 09/2018
Wasmer Schroeder Cleveland OH 09/2018 06/2020
Charles Schwab Investment Management, Inc. Richfield OH 07/2020 Present
Previous Registrations
  • 2009-12-18 → 2020-07-02
    Wasmer Schroeder
    Cleveland, OH
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-16
  • S65 Uniform Investment Adviser Law Examination
    2009-12-16
Other Names
  • Christopher E Sheehan
  • Christopher Edward Sheehan

View on SEC IAPD

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