Rachel Anne Irwin
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab & Co., Inc.Mar 2026 to now
- Charles Schwab Bank, SsbMar 2026 to now
- Almo Manifold and Tool CompanyJan 2025 to now
- Planet RockMar 2024 to now
- Raj ShahDec 2025 to Feb 2026
- Northwestern Mutual Investment Services LLCFeb 2025 to Dec 2025
- Northwestern Mutual Life Insurance CompanyNov 2024 to Dec 2025
- Ahd VintnersApr 2022 to Nov 2024
- UnemployedFeb 2022 to Mar 2022
- Organic TacticsAug 2021 to Jan 2022
- UnemployedMay 2021 to Aug 2021
- Citizen YogaDec 2019 to Oct 2024
- Vintage Wine CompanyApr 2018 to Apr 2021
- UnemployedNov 2017 to Apr 2018
- Steehler MarineJun 2017 to Oct 2017
- UnemployedFeb 2017 to May 2017
- Chapman HouseJun 2016 to Dec 2016
- Explore Yoga StudioJan 2016 to Jan 2017
- DkwioJan 2016 to Dec 2016
- Yoga Planet StudioSep 2013 to Jan 2017
- Santosha YogaJun 2013 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7993479
- Firm CRD
- 5393