Unclaimed Profile

Mark William Riepe

CHARLES SCHWAB INVESTMENT ADVISORY, INC.·SAN FRANCISCO, California

SIE, Series 3, Series 7, Series 16, Series 24, Series 66Clean record20 years registeredCHARLES SCHWAB INVESTMENT ADVISORY, INC.

211 MAIN STREET, SAN FRANCISCO, CA 94105CRD# 1623068Firm CRD# 151739

Profile Verification

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

Identity

Mark William Riepe · SAN FRANCISCO, CA

Registration

CRD #1623068 · CHARLES SCHWAB INVESTMENT ADVISORY, INC. · 20 years registered

Brand Profile

Not yet started

Career History

CHARLES SCHWAB & CO., INC.

Oct 2005 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 16

Series 24

Series 66

Registration record

First registered · October 20, 2005

Years registered · 20

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 ADVISORY, INC.

CRD 151739 · SEC 801-70737

AUM

$66.1B

Regulatory assets under management

Employees

495,347 client accounts

Services offered by CHARLES SCHWAB INVESTMENT ADVISORY, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CHARLES SCHWAB INVESTMENT ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does Mark William Riepe offer?

Mark William Riepe specializes in Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Mark William Riepe's credentials?

Mark William Riepe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark William Riepe located?

Mark William Riepe is based in SAN FRANCISCO, California, working with CHARLES SCHWAB INVESTMENT ADVISORY, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Mark William Riepe charge for services?

Mark William Riepe's firm is compensated through other: costs plus. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARLES SCHWAB INVESTMENT ADVISORY, INC.?

CHARLES SCHWAB INVESTMENT ADVISORY, INC. has approximately 26 employees and manages $66.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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