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Maksim Igorovich Prigodich

Investment adviser representative at Charles Schwab & Co., Inc.
11 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

11 years in the industry.

  1. Charles Schwab & Co., Inc.Feb 2026 to now
  2. Charles Schwab BankFeb 2026 to now
  3. UnemployedMay 2025 to Jan 2026
  4. 100% CleanAug 2020 to May 2021
  5. Wells Fargo Clearing Services, LLCOct 2018 to Apr 2025
  6. Smoother Moves and HaulingJan 2018 to Jul 2019
  7. The Office ButlersAug 2016 to Jan 2018
  8. Wells Fargo Bank, NASep 2015 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser 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
7028591
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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