Keith Leong (CRD# 1747786) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 34 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | Garden City, NY | Dec 2022 - Current | < 1 |
| Charles Schwab & Company, Inc. | New York, NY | Jan 2022 - Current | 1 |
| Td Ameritrade | Garden City, NY | Mar 2021 - Dec 2022 | 1 |
| Cetera Investment Services LLC | St Cloud, MN | Oct 2020 - Feb 2021 | < 1 |
| Cetera Investment Advisers LLC | Westbury, NY | Oct 2020 - Feb 2021 | < 1 |
| Independent Management Consultant | New York, NY | Nov 2018 - Nov 2020 | 2 |
| Td Ameritrade | New York, NY | Dec 2015 - Nov 2018 | 2 |
| Charles Schwab Bank | New York City, NY | Feb 2005 - Dec 2015 | 10 |
| Charles Schwab & Company, Inc. | New York, NY | Jan 2004 - Dec 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- NY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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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