Shao ying Wang
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Shao ying Wang? Claim your profile
Contact this firm
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
11 years in the industry.
- Charles Schwab & Co., Inc.Jun 2023 to now
- Charles Schwab Bank, SsbJun 2023 to now
- Yulu Trading IncAug 2021 to May 2023
- Shing Tech Electronics Co. LtdAug 2020 to May 2021
- Seville Classics IncJul 2019 to Jun 2020
- Loa Intl (USA) Transport Co. IncJan 2019 to Jul 2019
- University of the WestDec 2016 to Jan 2019
- UnemployedOct 2015 to Nov 2016
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
- 7758377
- Firm CRD
- 5393