Christopher
Sheehan
Charles Schwab Investment Management, Inc
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About this Advisor
Christopher Sheehan is a financial advisor who works out of Cleveland, Ohio who has 3 years of relevant experience. Sheehan currently works for Charles Schwab Investment Management, Inc. During their career, the advisor has held roles at Wasmer, Schroeder & Company, Inc, Wasmer Schroeder and Charles Schwab Investment Management, Inc. Sheehan holds a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Ohio. Charles Schwab Investment Management, Inc is a company based in San Francisco, CA. The investment advisory business has offices in 158 locations and a total of 1,007 advisors. It has $783 billion in assets among its 242,041 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 218 charities and foundations. Of its 242,041 customer accounts, 19% are associated with high-net-worth individuals who have more than $1 million in assets. Charles Schwab Investment Management, Inc provides 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 advisory fees largely vary depending on the type of financial services. However, fee types billed by Charles Schwab Investment Management, Inc can be comprised of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Charles Schwab Investment Management, Inc Brokerage Details
$782,620,910,160
1,007
242,041
$3,233,423
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
Christopher Sheehan Work History
Christopher has been registered as a financial advisor for 3 years.*
Charles Schwab Investment Management, Inc
Wasmer Schroeder
Wasmer, Schroeder & Company, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Sheehan 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
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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