Chi Kim Duong

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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 → 08/2021
  Full-Time Education
  Denver, CO
• 08/2021 → 06/2022
  Full-Time Education
  Denver, CO
• 05/2021 → 08/2021
  Frenchies Modern Nail Care
  Littleton, CO
• 06/2022 → 08/2024
  Anthony Vince Nail Spa Llc
  Littleton, CO
• 08/2023 → 12/2023
  Cu Denver Business School
  Denver, CO
• 05/2024 → 08/2024
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2024 → 05/2025
  Be Beauty Nails And Spa
  Littleton, CO
• 07/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 07/2025 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-10-24