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Deviemattie Sukhdeo Makkar

Schwab Wealth Advisory, Inc.

Bellevue, WA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-07-25
  • WA RA
    APPROVED
    Since 2025-07-25

Branch Locations

11100 Ne 8Th St. Suite#300, Bellevue, WA 98004 • 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
Fidelity Investments Redmond WA 03/2022 04/2022
Anirude Andy Llc Woodhaven NY 05/2019 03/2022
Weill Cornell Medical College New York City NY 08/2011 05/2019
Fidelity Investments Seattle WA 03/2025 07/2025
Schwab Wealth Advisory, Inc. Bellevue WA 07/2025 Present
Fidelity Investments Redmond WA 05/2022 06/2023
Fidelity Investments Seattle WA 06/2023 07/2025
Charles Schwab & Co., Inc. Bellevue WA 07/2025 Present
  • 03/2022 → 04/2022
    Fidelity Investments
    Redmond, WA
  • 05/2019 → 03/2022
    Anirude Andy Llc
    Woodhaven, NY
  • 08/2011 → 05/2019
    Weill Cornell Medical College
    New York City, NY
  • 03/2025 → 07/2025
    Fidelity Investments
    Seattle, WA
  • 07/2025 → Present
    Schwab Wealth Advisory, Inc.
    Bellevue, WA
  • 05/2022 → 06/2023
    Fidelity Investments
    Redmond, WA
  • 06/2023 → 07/2025
    Fidelity Investments
    Seattle, WA
  • 07/2025 → Present
    Charles Schwab & Co., Inc.
    Bellevue, WA
Previous Registrations
  • 2025-03-31 → 2025-07-24
    Strategic Advisers Llc
    Seattle, WA
    Bellevue, WA
    Boston, MA
  • 2022-09-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Redmond, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-12
  • S66 Uniform Combined State Law Examination
    2022-07-12
Designations
Other Names
  • Deviemattie Sukhdeo
  • Deviemattie Makkar

View on SEC IAPD

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