Serina Shyu
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Schwab Wealth Advisory, Inc.Sep 2024 to now
- Charles Schwab & Co., Inc.Sep 2024 to now
- Delta Community Credit UnionMay 2020 to now
- LPL Financial LLCMay 2020 to now
- Cwm, LLCMar 2020 to May 2020
- Jon Baker Financial GroupSep 2014 to May 2020
- Woodbury Financial Services, Inc.Sep 2014 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (GA).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 6215354
- Firm CRD
- 159035