Abhishek Gupta

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

• 08/2015 → 08/2018
  Futureadvisor, Inc.
  San Francisco, CA
• 11/2020 → Present
  Charles Schwab & Co., Inc
  Carmel, CA
• 11/2020 → Present
  Charles Schwab Bank
  Carmel, CA
• 11/2018 → 04/2019
  App Academy
  San Francisco, CA
• 08/2018 → 11/2018
  Unemployed
  San Francisco, CA
• 04/2019 → 05/2020
  Unemployed
  San Francinsco, CA
• 05/2020 → 08/2020
  Codecademy
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-03-08