Deanna Lynn Beattie-Gallant

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

• 10/2009 → 09/2017
  Whole Foods Market
  Austin, TX
• 09/2017 → 02/2018
  Formaggio Kitchen
  Cambridge, MA
• 02/2018 → 03/2018
  Common Vines
  Boston, MA
• 04/2018 → 05/2018
  Unemployed
  Roslindale, MA
• 05/2018 → 03/2019
  Down Under School Of Yoga
  Newton, MA
• 04/2019 → 06/2019
  Unemployed
  Roslindale, MA
• 06/2019 → 10/2021
  Whole Foods Market
  Mill Valley, CA
• 11/2021 → 09/2023
  Sommpicks, Llc
  Daly City, CA
• 11/2022 → 12/2022
  Whole Foods Market
  Mill Valley, CA
• 09/2023 → 04/2024
  Woodlands Market
  Kentfield, CA
• 02/2024 → 07/2024
  Outerknown
  Culver City, CA
• 06/2024 → 06/2024
  Banana Republic
  San Francisco, CA
• 07/2024 → Present
  Charles Schwab & Co. Inc.
  Corte Madera, CA
• 07/2024 → Present
  Charles Schwab Bank, Ssb
  Corte Madera, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-06-25

Other Names

• Deanna Beattie Gallant