Sarjoo Narendra Patel
Investment adviser representative at Charles Schwab Investment Management, Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Charles Schwab Investment Management, IncJan 2025 to now
- Charles Schwab & Co., IncJun 2020 to now
- USAA Finacial Advisors, Inc.Jul 2018 to Jun 2020
- USAA Investment Management CompanyMay 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2005
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab Investment Management, Inc
$1.7TAssets managed
856,597Clients
37Advisers
36 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
- 4473967
- Firm CRD
- 106753