Nilesh Imanuel Christian
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Feb 2023 to now
- Charles Schwab Bank, SsbFeb 2023 to now
- N/aSep 2022 to Feb 2023
- Heritage Financial Services, LLCJan 2022 to Aug 2022
- Glenmede Trust CompanyNov 2018 to Nov 2021
- N/aJul 2018 to Oct 2018
- Mariner Wealth AdvisorsApr 2018 to Jun 2018
- Creative PlanningJan 2017 to Mar 2018
- N/aApr 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2447323
- Firm CRD
- 5393