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Inactive

Christian Menegatti

Charles Schwab & Co., Inc.

Boston, 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_RES 2025-09-26
  • TX RA
    APPROVED_RES
    Since 2025-09-26

Branch Locations

One International Place, Boston, MA 02110-2600 • 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
Windhaven Investment Management, Inc. Boston MA 09/2014 03/2018
Charles Schwab Investment Advisory, Inc Boston MA 01/2018 03/2020
Charles Schwab Investment Management, Inc. Boston MA 01/2020 09/2025
Charles Schwab & Co., Inc. Boston MA 09/2025 Present
Previous Registrations
  • 2020-08-31 → 2025-09-25
    Charles Schwab Investment Management, Inc
    Boston, MA
    San Francisco, CA
  • 2018-02-27 → 2020-08-28
    Charles Schwab Investment Advisory, Inc.
    Boston, MA
    San Francisco, CA
  • 2015-07-06 → 2018-03-30
    Windhaven Investment Management, Inc.
    New York, NY
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-30
  • S65 Uniform Investment Adviser Law Examination
    2015-06-30

View on SEC IAPD

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