Unclaimed Profile

Marie Anastasia Chandoha

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC·SAN FRANCISCO, California

SIE, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredCHARLES SCHWAB INVESTMENT MANAGEMENT, INC

211 MAIN STREET, SAN FRANCISCO, CA 94105CRD# 1387092Firm CRD# 106753

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marie Anastasia Chandoha · SAN FRANCISCO, CA

Registration

CRD #1387092 · CHARLES SCHWAB INVESTMENT MANAGEMENT, INC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

WELLS FARGO INVESTMENTS, LLC

Mar 2003 – Dec 2004

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 21, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 →

Introduction

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Frequently Asked Questions

What services does Marie Anastasia Chandoha offer?

Marie Anastasia Chandoha specializes in Investment Management, Retirement Planning, Wealth Management.

What are Marie Anastasia Chandoha's credentials?

Marie Anastasia Chandoha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marie Anastasia Chandoha located?

Marie Anastasia Chandoha is based in SAN FRANCISCO, California, last registered with CHARLES SCHWAB INVESTMENT MANAGEMENT, INC.

How does Marie Anastasia Chandoha charge for services?

Marie Anastasia Chandoha'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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