Sihai Li
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.
- Charles Schwab & Co., Inc.Aug 2024 to now
- Tailored ManagementApr 2024 to Jul 2024
- World Financial GroupJan 2023 to Apr 2024
- New York Life Insurance CompanyJan 2022 to Jul 2022
- UnemployedMay 2021 to Dec 2022
- Jiangsu Jinmaochuangyuan Supply Chain ManagementNov 2013 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7495176
- Firm CRD
- 5393