Christian
Menegatti
Charles Schwab Investment Management, Inc
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About this Advisor
Christian Menegatti is a financial advisor based in Boston, Massachusetts, working with Charles Schwab Investment Management, Inc. Christian has previously held positions at Windhaven Investment Management, Inc, Roubini Global Economics, Charles Schwab Investment Advisory, Inc, and Charles Schwab Investment Management, Inc. Christian has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Christian is part of Charles Schwab Investment Management, Inc, which operates out of Boston, Massachusetts. The firm has 107 offices and 857 employees. The firm manages assets totaling $1.1 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Charles Schwab Investment Management, Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Charles Schwab Investment Management, Inc Brokerage Details
$1,098,805,397,188
857
304,509
$3,608,450
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
Christian Menegatti Work History
Charles Schwab Investment Management, Inc
Charles Schwab Investment Advisory, Inc
Windhaven Investment Management, Inc
Roubini Global Economics
Disclosures
Please visit the SEC profile of Christian Menegatti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Charles Schwab Investment Management, Inc
San Francisco, CA
San Francisco, CA
Lone Tree, CO
San Francisco, CA
San Francisco, CA
San Francisco, CA
Lone Tree, CO
San Francisco, CA
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