Kaikai Wang
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
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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
11 years in the industry.
- Charles Schwab & Co., Inc.Apr 2023 to now
- Charles Schwab Bank, SsbApr 2023 to now
- TD Ameritrade Inc.Jun 2023 to May 2024
- CitigroupSep 2018 to Mar 2023
- JP Morgan Securities LLCDec 2015 to Sep 2018
- JPMorgan Chase BankDec 2015 to Apr 2017
- US Army ReserveOct 2015 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 6594598
- Firm CRD
- 5393