Xue Zheng
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.
- Charles Schwab & Co., Inc.Mar 2025 to now
- Charles Schwab Bank SsbMar 2025 to now
- Bank of America, N.A.Sep 2022 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to Mar 2025
- HSBC Securities (USA) Inc.Sep 2021 to Dec 2021
- HSBC Bank USA, N.AFeb 2020 to Dec 2021
- Full Time EducationAug 2018 to Dec 2019
- Kelly Bu Law FirmJul 2017 to May 2018
- UnemployedJan 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
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
- 7406532
- Firm CRD
- 5393