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Armin Niksimaee

Investment adviser representative at Charles Schwab & Co., Inc.
10 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

10 years in the industry.

  1. Charles Schwab & Co., Inc.Jul 2026 to now
  2. Charles Schwab Bank, SsbJul 2026 to now
  3. Fidelity InvestmentsFeb 2023 to Jul 2026
  4. United Wholesale MortgageJun 2021 to Nov 2022
  5. Elite Cpa Group PllcJun 2019 to Aug 2019
  6. Action ConstructionJun 2018 to Aug 2018
  7. Michigan State UniversityAug 2017 to May 2021
  8. International AcademyAug 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
7698016
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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