Hongduo Knuckles-Li

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:

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

Current Employers

Employment History

• 12/2017 → 02/2018
  Scottrade, Inc
  St. Louis, MO
• 09/2016 → 12/2017
  Citibank, Na
  O'FAllon, MO
• 08/2012 → 09/2016
  Quaker Window Company
  Freeburg, MO
• 02/2018 → 12/2022
  Td Ameritrade, Inc.
  St Louis, MO
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  St Louis, MO

Other Businesses

1) Images Agency Models & Actors|Investment Related: No|10311 Watson Road, Sunset Hills, MO, 63127, United States|Advertising|Models|8/16/2022|Less than 20 hour/month - 1 during trading hours|Being a model or an actress and book for other company's advertising projects. No financial services or investment related responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2026-08-17
• S63 Uniform Securities Agent State Law Examination
  2018-02-23

Other Names

• Cassie Knuckles-Li