Shae Anthony Wiley
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
Are you Shae Anthony Wiley? Claim your profile
Contact this firm
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 Bank, SsbAug 2022 to now
- Charles Schwab & Co., Inc.Jun 2021 to now
- Ernst & Young LLPSep 2019 to May 2021
- N/aAug 2018 to Sep 2019
- Ernst & Young LLPJun 2018 to Aug 2018
- N/aFeb 2018 to Jun 2018
- Amtrust Financial MontereyJun 2014 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 7401895
- Firm CRD
- 5393