Rishab Pokale
Investment adviser representative at Charles Schwab & Co., Inc.
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Charles Schwab BankSep 2025 to now
- Charles Schwab & Co., Inc.Jul 2023 to now
- AutozoneOct 2021 to May 2022
- Automart USAMay 2021 to Sep 2021
- Home DepotMay 2019 to Aug 2019
- Arby'sNov 2017 to Nov 2018
- Culver'sJan 2017 to Nov 2017
- Full-time EducationJan 2011 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7539426
- Firm CRD
- 5393