Kevin A Boorman
Investment adviser representative at Charles Schwab Investment Management, Inc
13 yearsExperience
2 statesRegistered in
$1.7TFirm assets
36 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.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Charles Schwab Investment Management, IncMay 2025 to now
- Charles Schwab & Co., Inc.Nov 2024 to now
- J.P. Morgan Securities LLCSep 2023 to Nov 2024
- First Republic Securities Company, LLCMar 2023 to Sep 2023
- First Republic Investment Management, Inc.Dec 2021 to Sep 2023
- Clinton Investment ManagementApr 2018 to Dec 2021
- Vitech Solutions GroupJun 2017 to Apr 2018
- Lehigh UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Charles Schwab Investment Management, Inc
$1.7TAssets managed
856,597Clients
37Advisers
36 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
- 7717405
- Firm CRD
- 106753