Akiva Fialkoff
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2025 to now
- Charles Schwab & Co., Inc.Apr 2025 to now
- J.P. Morgan Securities LLCNov 2021 to Apr 2025
- JPMorgan Chase Bank, N.A.Nov 2021 to Apr 2025
- Haydel, Biel & AssociatesJul 2020 to Oct 2021
- UnemployedDec 2019 to Jun 2020
- Deutsche Bank National Trust Co (affiliate of Dbsi)Apr 2019 to Nov 2019
- Deutsche Bank Securities IncApr 2019 to Nov 2019
- JP Morgan Securities LLCNov 2016 to Mar 2019
- JPMorgan Chase BankOct 2016 to Mar 2019
- Rabbinical Counsil of CaliforniaJul 2016 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6726107
- Firm CRD
- 159035