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Shaunak Dagalur

Charles Schwab & Co., Inc.

New York City, NY

CRD 7912913

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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 2026-01-14
  • NY RA
    APPROVED
    Since 2026-01-14

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
Full-Time Education Plainsboro NJ 08/2015 06/2017
Full-Time Education Princeton NJ 09/2017 06/2021
Full-Time Education Bloomington IN 08/2021 05/2023
Full-Time Education Bloomington IN 09/2023 05/2024
Full-Time Education Bloomington IN 09/2024 05/2025
Unemployed Princeton NJ 06/2017 08/2017
Capco New York NY 06/2023 08/2023
Charles Schwab & Co, Inc. New York NY 06/2024 08/2024
Charles Schwab & Co, Inc. New York NY 07/2025 Present
  • 08/2015 → 06/2017
    Full-Time Education
    Plainsboro, NJ
  • 09/2017 → 06/2021
    Full-Time Education
    Princeton, NJ
  • 08/2021 → 05/2023
    Full-Time Education
    Bloomington, IN
  • 09/2023 → 05/2024
    Full-Time Education
    Bloomington, IN
  • 09/2024 → 05/2025
    Full-Time Education
    Bloomington, IN
  • 06/2017 → 08/2017
    Unemployed
    Princeton, NJ
  • 06/2023 → 08/2023
    Capco
    New York, NY
  • 06/2024 → 08/2024
    Charles Schwab & Co, Inc.
    New York, NY
  • 07/2025 → Present
    Charles Schwab & Co, Inc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-14
  • S66 Uniform Combined State Law Examination
    2026-01-14
Other Names
  • Shaunak Vinayak Dagalur

View on SEC IAPD

Nearby Firms

HIGHTOWER ADVISORS, LLC
CIBC PRIVATE WEALTH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

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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