Samantha Marianne Chen
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.
- Charles Schwab & Co., Inc.Jul 2024 to now
- Charles Schwab Bank, SsbJul 2024 to now
- Vantage Point Business ServicesDec 2022 to Nov 2023
- Residential Life and HousingAug 2022 to May 2024
- Eberhardt School of BusinessAug 2022 to Nov 2022
- Taco BellAug 2019 to Aug 2022
- UnemployedAug 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7952307
- Firm CRD
- 5393