Phoebe Zhang
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.Nov 2025 to now
- Charles SchwabSep 2024 to now
- Charles Schwab BankSep 2024 to now
- Guardant HealthDec 2022 to Aug 2024
- UnemployedSep 2022 to Dec 2022
- Cvs PharmacyMar 2020 to Sep 2022
- Full Time EducationAug 2018 to Mar 2020
- Gin Mon RestaurantAug 2017 to Aug 2018
- Northern Peninsula Mandarin SchoolAug 2017 to Jun 2018
- Kaiser PermanenteJun 2017 to Aug 2017
- Full Time EducationMay 2015 to Jun 2017
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
- 7972549
- Firm CRD
- 5393