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Saira Khan

Charles Schwab & Co., Inc.

New York City, NY

CRD 6872499

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-06-19
  • NY RA
    APPROVED
    Since 2022-06-19

Branch Locations

60 E 42Nd St Ground Floor, New York City, NY 10165-0007 • 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
Jp Morgan Securities Llc New York NY 10/2017 03/2022
Florida International University Miami FL 01/2016 12/2016
Co-Op Apartment Bronx NY 05/2011 03/2022
Jpmorgan Chase New York NY 10/2017 03/2022
Food Sanitation Consultants New York NY 10/2017 03/2022
Charles Schwab & Co., Inc. New York City NY 03/2022 Present
Charles Schwab Bank, Ssb New York City NY 03/2023 Present
  • 10/2017 → 03/2022
    Jp Morgan Securities Llc
    New York, NY
  • 01/2016 → 12/2016
    Florida International University
    Miami, FL
  • 05/2011 → 03/2022
    Co-Op Apartment
    Bronx, NY
  • 10/2017 → 03/2022
    Jpmorgan Chase
    New York, NY
  • 10/2017 → 03/2022
    Food Sanitation Consultants
    New York, NY
  • 03/2022 → Present
    Charles Schwab & Co., Inc.
    New York City, NY
  • 03/2023 → Present
    Charles Schwab Bank, Ssb
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-18
S63 Uniform Securities Agent State Law Examination 2017-12-04
  • S66 Uniform Combined State Law Examination
    2022-06-18
  • S63 Uniform Securities Agent State Law Examination
    2017-12-04
Other Names
  • Saira Gail Khan-Petrochilos
  • Saira Gail Khan

View on SEC IAPD

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Nearby Investors

JOSEPH MICHAEL CANTORE
PATRICK FRUZZETTI
Benjamin James Johnston

Nearby Offices

HIGHTOWER ADVISORS, LLC · New York City, NY
CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · NEW YORK, NY

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