Chanyoung Lee
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Chanyoung Lee? 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
12 years in the industry.
- Charles Schwab & Co., Inc.May 2026 to now
- Morgan StanleyNov 2024 to May 2026
- City of Powder SpringsJul 2024 to Oct 2024
- International Rescue CommitteeJun 2023 to Dec 2023
- Whole Foods MarketJul 2022 to Sep 2022
- Home Depot Inc.Jan 2021 to Jun 2021
- Fellini's PizzaJul 2020 to Oct 2020
- Full Time EducationAug 2019 to May 2024
- Zoe's KitchenAug 2019 to Mar 2020
- Tsunami Wave Woodstock LLCDec 2018 to Jun 2019
- SubwayJun 2018 to Nov 2018
- Full Time EducationNov 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7947346
- Firm CRD
- 5393