Cherie Chiya Huang
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.Jun 2025 to now
- Charles Schwab BankJun 2025 to now
- Bank of America N.A.Jan 2023 to Jun 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Jun 2025
- East West BankMar 2020 to Sep 2022
- Jeong Sun KimAug 2019 to Mar 2020
- Fred Meyer StoreMay 2019 to Mar 2020
- UnemployedApr 2019 to May 2019
- Taipei Fullerton HotelJan 2019 to Mar 2019
- UnemployedJul 2018 to Jan 2019
- National Central UniversitySep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7543490
- Firm CRD
- 5393