Ronghui Sun
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Aug 2024 to now
- Tailored ManagementDec 2023 to Aug 2024
- HomemakerOct 2023 to Nov 2023
- HomemakerApr 2023 to Sep 2023
- Shuren International SchoolOct 2022 to Mar 2023
- Terra Marin SchoolJul 2021 to Sep 2022
- HomemakerFeb 2020 to Jun 2021
- Shenzhen Huasen DesignOct 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7964416
- Firm CRD
- 5393