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Sudev Singh

Charles Schwab & CO., Inc.

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About Sudev Singh

Sudev Singh is a registered representative with Charles Schwab & CO., Inc. Sudev is located in Forest Hills, NY, and has been in the industry for over 2 years. Sudev has passed the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7TO), and the Securities Industry Essentials Examination (SIE). Sudev is also registered as an investment advisor representative in New York. Sudev is affiliated with Charles Schwab Bank, SSB as well as Charles Schwab & CO., Inc. Charles Schwab & CO., Inc. is a large firm with over 2900 licensed agents, over 3500 investment advisor representatives, and over 15,000 registered representatives. The firm provides financial planning, investment management, and selection of other advisers services. The firm also sponsors a wrap fee program.

Firm Information

Sudev Singh 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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Sudev Singh’s Registration & Firm History

NY

02/15/2024 - Present

Charles Schwab & CO., Inc. (Forest Hills NY)

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Licenses & Designations

BOTH

Issued 11/27/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Sudev Singh.
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