Zhixin Tan
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.May 2025 to now
- Breakthrough Central TexasSep 2023 to Apr 2025
- UnemployedJun 2023 to Sep 2023
- Samokhleb & Bitterman Law Group, P.C.Mar 2023 to Jun 2023
- UnemployedDec 2022 to Mar 2023
- Penn Student AgencyJun 2022 to Dec 2022
- UnescoMay 2022 to Aug 2022
- Upenn School of Social Policy & PracticeSep 2021 to Dec 2022
- UnemployedMay 2021 to Aug 2021
- Lowell Court Service CenterMay 2020 to Aug 2020
- Shenzhen Court of ArbitrationJun 2019 to Aug 2019
- Brandeis UniversityOct 2018 to May 2021
- UnemployedMay 2015 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8071842
- Firm CRD
- 5393