Hsin yi vivian Yi Hsieh
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Charles Schwab Bank, SsbNov 2023 to now
- Charles Schwab & Co., Inc.Aug 2022 to now
- TD AmeritradeApr 2022 to Dec 2023
- UnemployedNov 2021 to May 2022
- Morgan StanleyMay 2021 to Nov 2021
- Charles Schwab & Co., Inc.Jul 2018 to May 2021
- Borelli Investment CompanyJun 2017 to Jul 2018
- Robert HalfApr 2017 to Jun 2017
- UnemployedFeb 2017 to Apr 2017
- Robert HalfDec 2016 to Feb 2017
- UnemployedOct 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6998925
- Firm CRD
- 5393