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Sarah Juliet Nadiri

Charles Schwab & CO., Inc.

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About Sarah Juliet Nadiri

Sarah Juliet Nadiri is a financial advisor with Charles Schwab & CO., Inc. and Schwab Wealth Advisory, Inc. Sarah has been in the industry for several years and has a strong track record of success in helping clients achieve their financial goals. Sarah is a Certified Financial Planner and has the Series 6, Series 63, and Series 65 licenses. Sarah is registered in California, Nevada, and Rhode Island. Sarah provides financial planning and investment advice to a variety of clients, including individuals, families, and businesses. Sarah is passionate about helping clients reach their financial goals, and is committed to providing them with personalized service and advice. Sarah has experience working with clients at Northwestern Mutual Investment Services, LLC. Sarah has a background in banking and capital markets.

Firm Information

Sarah Nadiri 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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Sarah Nadiri’s Registration & Firm History

CA

01/30/2025 - Present

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

CA

01/25/2018 - 11/13/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 07/29/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Juliet Nadiri.
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