Makenzie Bailey Koah
Investment adviser representative at Charles Schwab & Co., Inc.
14 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
14 years in the industry.
- Charles Schwab Bank, SsbSep 2024 to now
- Charles Schwab & Co., Inc.Sep 2023 to now
- Town HallJan 2022 to Aug 2023
- Park Place TechnologiesNov 2020 to Mar 2022
- Rpm Capital LLCJan 2020 to Jun 2022
- Lox Bagel ShopJun 2019 to Mar 2020
- North Star CafeJan 2019 to Sep 2020
- Anthony ThomasNov 2016 to May 2020
- Full Time EducationJan 2012 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7539369
- Firm CRD
- 5393