William
Swerbenski
Charles Schwab Investment Management, Inc
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About this Advisor
William Swerbenski is a chartered financial analyst operating out of San Francisco, California, who has been in the industry for 11 years. Swerbenski currently works for Charles Schwab Investment Management, Inc. Swerbenski has gained experience at Charles Schwab Investment Management, Inc, Windhaven Investment Management, Inc and Charles Schwab Investment Advisory, Inc. Swerbenski holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to advise clients in California. Charles Schwab Investment Management, Inc is a financial advisory firm that has its headquarters in San Francisco, California. It has offices in 56 locations and a total of 886 employees. It oversees $701 billion in assets under management across its 250,485 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 214 charities and foundations. Of its 250,485 client accounts, 21% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules depend on which services are offered. Fee types billed by Charles Schwab Investment Management, Inc can include asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Charles Schwab Investment Management, Inc Brokerage Details
$700,818,097,648
886
250,485
$2,797,845
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
William Swerbenski Work History
William has 11 years of experience.
Charles Schwab Investment Management, Inc
Charles Schwab Investment Advisory, Inc
Windhaven Investment Management, Inc
Disclosures
William Swerbenski has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Charles Schwab Investment Management, Inc
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Mission Viejo, CA
Boston, MA
Redmond, WA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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