Madhavi Niranjan Holay
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Schwab Wealth Advisory, Inc.Oct 2025 to now
- Charles Schwab & Co., IncOct 2025 to now
- Goldman Sachs & Co. LLCJan 2021 to Oct 2025
- The Ayco Company, L.p./mercer AlliedJan 2020 to Jan 2021
- Balaji RaoMar 2019 to Jan 2020
- Waddell & Reed, Inc.Mar 2019 to Jan 2020
- Innovative Employee SolutionsNov 2018 to Jan 2020
- Kelly Services (johnson & Johnson)Jan 2018 to Nov 2018
- UnemployedJun 2017 to Jan 2018
- Digital Federal Credit UnionJan 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7035870
- Firm CRD
- 159035