Charles Schwab & Co., Inc

Investment Advisor
in Boston, MA
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About this Advisor

Cory Cha is a certified financial planner working out of Boston, Massachusetts, with 10 years of work experience. Cha works at Charles Schwab & Co., Inc. Over the course of their career, Cha has held roles at Charles Schwab & Co, Inc, Pricewaterhousecoopers, Department Of Commerce, Fidelity Brokerage Services LLC, Td Ameritrade, Purdue University and University Of Cincinnati. Cha maintains Series 66 and Series 63 licenses, qualifying them as a securities representative, and is approved to serve investors in California. Charles Schwab & Co., Inc is an advisory firm that has its headquarters in Boston, Massachusetts. The firm has offices in 370 locations and a total of 14,879 people on staff. The company provides a few services, including financial planning services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services are offered. However, fee types charged by Charles Schwab & Co., Inc most likely include any blend of hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others



Office Location

127 Congress Street Floor 01
Boston, MA 02110-2511

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees


MA Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Cory Cha Work History

Cory has 10 years of experience.

2018 - Present (1 years)

Charles Schwab & Co, Inc

2017 - 2018 (1 years)

Td Ameritrade

2012 - 2017 (5 years)

Fidelity Brokerage Services LLC

2011 - 2011 (0 years)


2011 - 2011 (0 years)

Department Of Commerce

2011 - 2012 (1 years)

University Of Cincinnati

2008 - 2011 (3 years)

Purdue University


Cory Cha has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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