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Divya Krishnan

Charles Schwab & CO., Inc.

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About Divya Krishnan

Divya Krishnan is a financial professional with over 10 years of experience in the industry. Divya is currently registered with Charles Schwab & CO., Inc. as a Registered Representative (RR) and Investment Adviser Representative (IAR). Previously, Divya held positions with Motif, Citigroup Global Markets Inc., and Bank of America Merrill Lynch. Divya holds the Series 7, 63, 55, 79, and SIE licenses and the Series 65 license. Divya is also a Teaching Assistant at the Wharton School, University of Pennsylvania. Divya offers a range of services including financial planning and referrals to other advisors.

Firm Information

Divya Krishnan is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Divya Krishnan’s Registration & Firm History

CA

04/08/2024 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

CA

04/08/2016 - 06/03/2020

MOTIF (SAN MATEO CA)

NY

08/18/2009 - 07/03/2014

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/30/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2012

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 10/25/2010

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Divya Krishnan.
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