Lauren Zee
Investment adviser representative at Charles Schwab & Co., Inc.
7 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
7 years in the industry.
- Charles Schwab & Co., Inc.Nov 2022 to now
- Charles Schwab BankNov 2022 to now
- Sf Food and BeverageSep 2022 to Oct 2022
- One Hundred Roses From ConcretMay 2022 to Aug 2022
- Riordan HighschoolOct 2021 to May 2023
- UnemployedOct 2021 to May 2022
- ContractorAug 2021 to Sep 2021
- Virginia Commonwealth UniversiJun 2021 to Jul 2021
- UnemployedJan 2020 to Jun 2021
- San Jose State UniversityJul 2019 to Dec 2019
- Orchard HotelJul 2019 to Sep 2019
- UnemployedSep 2018 to Jul 2019
- Northern California Music andJun 2018 to Aug 2018
- UnemployedApr 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7659113
- Firm CRD
- 5393