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Nina Todosieva

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.

  1. Charles Schwab & Co., Inc.Jul 2025 to now
  2. Charles Schwab Bank, SsbJul 2025 to now
  3. UnemployedMay 2024 to Jul 2025
  4. Charles Schwab & Co., Inc.Nov 2022 to May 2024
  5. UnemployedJan 2022 to Nov 2022
  6. VanguardJan 2021 to Jan 2022
  7. Waldorf Astoria Beverly HillsMay 2017 to Mar 2021
  8. BloomingdalesFeb 2017 to May 2017
  9. The First Group DubaiJun 2016 to Feb 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
7329140
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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