Rachel Sarah Nelliot
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
12 years in the industry.
- Charles Schwab Bank, SsbMar 2024 to now
- Charles Schwab & Co., Inc.Feb 2024 to now
- Janney Montgomery Scott, LLCAug 2022 to Feb 2024
- Financial Planning AssociationMay 2022 to Aug 2022
- West End CoachMay 2022 to Aug 2022
- Cb2Apr 2021 to Jul 2021
- Education- Boston Institute of Finance Financial Planning CourseMar 2021 to Apr 2022
- Mrkt360 Digital Marketing AgencyDec 2020 to Apr 2021
- Emirates AirlineSep 2014 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7616631
- Firm CRD
- 5393