Emily Coughlin
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.May 2026 to now
- Charles Schwab Bank, SsbMay 2026 to now
- Federated Global Investment Management CorpDec 2025 to Apr 2026
- Federated Investment CounselingDec 2025 to Apr 2026
- Mdt Advisers, A Division of Federated Mdta LLCDec 2025 to Apr 2026
- Federated Hermes IncJun 2025 to Apr 2026
- Federated Securities CorpJun 2025 to Apr 2026
- Aspirations MarketingJun 2024 to Aug 2024
- Dandelion ConsultoresJun 2023 to Jul 2023
- True LacrosseJun 2022 to Apr 2026
- Pitt Sports CampsJun 2021 to Jun 2024
- Presbyterian Senior CareMay 2021 to May 2025
- N/aAug 2020 to May 2025
- Young Men & Women's Hebrew AssociationJun 2020 to Jul 2020
- Dairy Queen Grill & ChillJul 2019 to Dec 2020
- N/aAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8118255
- Firm CRD
- 5393