Joshua Schaff
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Jun 2026 to now
- Charles Schwab Bank, SsbJun 2026 to now
- UBS Financial Services, IncJul 2025 to May 2026
- UBS Financial Services, IncJan 2025 to May 2025
- The Hobbs Group P.AJun 2024 to Aug 2024
- Full Time EducationAug 2021 to May 2025
- Full Time EducationAug 2017 to May 2021
- Full Time EducationAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 8033393
- Firm CRD
- 5393