Alexander Rich, financial advisor Menlo Park CA

Alexander Rich

CRD Number: 5978104
Current Firm: Charles Schwab & Company, Inc.

Alexander Rich (CRD# 5978104) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Menlo Park, CA Dec 2018 - Current 5
Charles Schwab & Company, Inc. Menlo Park, CA Sep 2011 - Current 12
Schwab Private Client Investment Advisory, Inc. Phoenix, AZ May 2015 - Dec 2018 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination Dec 2011
Contact Info for Alexander C. Rich
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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