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CHARLES SCHWAB INVESTMENT ADVISORY, INC.

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Company Details

Legal Name: CHARLES SCHWAB INVESTMENT ADVISORY, INC.
Jurisdiction: WASHINGTON
Entity Type: FOREIGN PROFIT CORPORATION
Category: FOREIGN ENTITY
Status: Withdrawn
Formation/ Registration Date: June 25th 2018
Date of Dissolution: August 9th 2024
Expiration date: 30 Jun 2025
UBI Number: 604 294 469
Home State: CALIFORNIA
Principal Office Street Address: Google Maps Logo 211 MAIN STREET, SAN FRANCISCO, CA, 94105, UNITED STATES

Contact Details

E-Mail: CLS-CTARMSEVIDENCE@WOLTERSKLUWER.COM
Phone Number: +1 877-888-1245

Nature of Business

Other Services, A REGISTERED INVESTMENT ADVISOR RESPONSIBLE FOR INVESTMENT ADVISORY FUNCTIONS WITHIN SCHWAB MANAGED PORTFOLIOS AND THE MANAGER RESEARCH AND EVALUATION WITHIN MANAGED ACCOUNT SELECT, AS WELL AS CERTAIN OTHER RESEARCH AND ADVISORY ACTIVITIES.

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Registered Agent Information

Name Role Address
C T CORPORATION SYSTEM Registered Agent 711 CAPITOL WAY S STE 204, OLYMPIA, WA, 98501-1267, UNITED STATES

Key Officers & Management

Name Role
LAURA GARCIA FLOR Governing Person
KRISTOPHER TATE Governing Person
ALYSSA DUFFY Governing Person
OMAR AGUILAR Governing Person
STACY NIEDERMEIER Governing Person
F. AUBREY THACKER Governing Person
JEFFREY E. SALVESEN Governing Person
PAUL W. TALBOT Governing Person
TANIS KNELSEN Governing Person
PETER BLAKE ALLEN Governing Person
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