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George Manuel Pereira

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC·SAN FRANCISCO, California
Series 27, Series 63CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 MAIN STREET, SAN FRANCISCO, CA 94105CRD# 4047873Firm CRD# 106753

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
George Manuel Pereira · SAN FRANCISCO, CA
Registration
CRD #4047873 · CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
CRD 106753 · SEC 801-35905
AUM
$1098.8B
Regulatory assets under management
Employees
857
304,509 client accounts
Services offered by CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at CHARLES SCHWAB INVESTMENT MANAGEMENT, INC →
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Frequently Asked Questions

What services does George Manuel Pereira offer?
George Manuel Pereira specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are George Manuel Pereira's credentials?
George Manuel Pereira is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Manuel Pereira located?
George Manuel Pereira is based in SAN FRANCISCO, California, working with CHARLES SCHWAB INVESTMENT MANAGEMENT, INC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does George Manuel Pereira charge for services?
George Manuel Pereira's firm is compensated through percentage of aum, subscription fees, other: costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARLES SCHWAB INVESTMENT MANAGEMENT, INC?
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC has approximately 857 employees and manages $1098.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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