Sam Griffin Lashin
Investment adviser representative at Charles Schwab Investment Management, Inc
6 yearsExperience
1 stateRegistered 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
6 years in the industry.
- Charles Schwab Investment Management, Inc.Dec 2022 to now
- Charles Schwab Trust BankFeb 2022 to Dec 2022
- Charles Schwab & Co., Inc.Dec 2021 to Dec 2022
- Charles Schwab Investment Management, Inc.Jul 2021 to Jan 2022
- Charles Schwab Investment Advisory, IncJul 2020 to Jan 2022
- Charles Schwab & Co., Inc.Jul 2020 to Aug 2021
- Wasmer SchroederOct 2018 to Jun 2020
- Wasmer, Schroeder & CompanySep 2016 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6897361
- Firm CRD
- 106753