Madiyar Rakhymzhan

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

• 09/2023 → 12/2023
  Apple
  Roseville, MN
• 02/2023 → 11/2023
  Bank Of America
  Saint Paul, MN
• 11/2022 → 01/2023
  Apple
  Roseville, MN
• 08/2018 → 08/2019
  Unemployed
  Long Lake, NY
• 09/2019 → 05/2021
  Compass Group Usa
  Plattsburgh, NY
• 10/2024 → 08/2025
  Fidelity Investments
  Seal Beach, CA
• 01/2024 → 10/2024
  Jpmorgan Chase Bank, Na
  Manhattan Beach, CA
• 01/2021 → 08/2022
  Suny Plattsburgh
  Plattsburgh, NY
• 08/2019 → 09/2019
  Unemployed
  Plattsburgh, NY
• 01/2014 → 08/2017
  Unemployed
  Almaty
• 05/2024 → 10/2024
  J.P. Morgan Securities, Llc
  Manhattan Beach, CA
• 06/2020 → 12/2020
  Stix & Stonz Restaurant Inc
  Schroon Lake, NY
• 06/2022 → 10/2022
  Id Tech
  Cypress, CA
• 08/2017 → 08/2018
  Unemployed
  Marysville, CA
• 08/2025 → Present
  Charles Schwab & Co.,Inc
  Menlo Park, CA
• 08/2025 → Present
  Charles Schwab Bank
  Menlo Park, CA

Previous Registrations

• 2025-04-07 → 2025-08-27
  Strategic Advisers Llc
  Long Beach, CA
  Seal Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-03-27
• S63 Uniform Securities Agent State Law Examination
  2024-09-11

Other Names

• David Rakhymzhan