Anagha Mhatre
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Sep 2026 to now
- Charles Schwab BankSep 2026 to now
- Charles Schwab Premier BankSep 2026 to now
- UnemployedMar 2026 to Jul 2026
- Edward JonesFeb 2019 to Feb 2026
- Ortus It & Medical Recruiting LLCNov 2015 to Feb 2019
- Aemigianace Consulting SolutionsDec 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7008947
- Firm CRD
- 5393