Annie Bui
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.
- Schwab Wealth Advisory, Inc.Oct 2026 to now
- Charles Schwab & Co., Inc.May 2023 to now
- Charles Schwab Bank, SsbMay 2023 to Oct 2026
- University of OregonOct 2020 to May 2023
- I See Layout Inc.Aug 2019 to Dec 2023
- TargetApr 2018 to Dec 2019
- KumonJun 2017 to Jun 2019
- Boba PubJul 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7715676
- Firm CRD
- 5393