Alannah Siobhan Williams
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 & Co., Inc.Jul 2023 to now
- Charles Schwab Bank, SsbJul 2023 to now
- The Vanguard Group, Inc.Aug 2022 to Jun 2023
- Old NavyMay 2022 to Aug 2022
- The Scranton School for Deaf and Hard-of-hearing ChildrenSep 2020 to Apr 2022
- Florida International UniversityAug 2020 to Apr 2022
- Kean UniversityAug 2016 to May 2020
- Southtown Veterinary HospitalJun 2012 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7605421
- Firm CRD
- 5393