Tess Montague Papazian
Investment adviser representative at Charles Schwab Investment Management, Inc
10 yearsExperience
2 statesRegistered in
$1.7TFirm assets
36 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.
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 2020 to now
- Charles Schwab Investment Advisory, IncJan 2018 to Jan 2020
- Windhaven Investment Management, Inc.Jun 2016 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
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
- 6672175
- Firm CRD
- 106753