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Tingyi Wu

Charles Schwab & Co., Inc.

Irvine, CA

CRD 7712245

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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
CA RA APPROVED 2025-12-23
  • CA RA
    APPROVED
    Since 2025-12-23

Branch Locations

2825 Main Street, Irvine, CA 92614 • 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
Morgan Stanley Gilbert AZ 07/2024 10/2025
Kroger Ralph's Irvine CA 01/2022 08/2022
University Of California Irvine Irvine CA 08/2020 12/2023
Xian Gaoxin No.1 High School Xian 09/2017 06/2020
Xian No.70Th Middle School Xian 09/2014 06/2017
Unemployed Tustin CA 12/2023 07/2024
Charles Schwab Bank, Ssb Irvine CA 11/2025 Present
Charles Schwab & Co., Inc. Irvine CA 11/2025 Present
  • 07/2024 → 10/2025
    Morgan Stanley
    Gilbert, AZ
  • 01/2022 → 08/2022
    Kroger Ralph's
    Irvine, CA
  • 08/2020 → 12/2023
    University Of California Irvine
    Irvine, CA
  • 09/2017 → 06/2020
    Xian Gaoxin No.1 High School
    Xian
  • 09/2014 → 06/2017
    Xian No.70Th Middle School
    Xian
  • 12/2023 → 07/2024
    Unemployed
    Tustin, CA
  • 11/2025 → Present
    Charles Schwab Bank, Ssb
    Irvine, CA
  • 11/2025 → Present
    Charles Schwab & Co., Inc.
    Irvine, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-13
  • S66 Uniform Combined State Law Examination
    2025-06-13
Other Names
  • Skyler Wu

View on SEC IAPD

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