Unclaimed Profile

William Patrick Mcmahon

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC·SAN FRANCISCO, California

Series 7, Series 66Clean record25 years registeredCHARLES SCHWAB INVESTMENT MANAGEMENT, INC

211 MAIN STREET, SAN FRANCISCO, CA 94105CRD# 4280588Firm CRD# 106753

Profile Verification

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

Identity

William Patrick Mcmahon · SAN FRANCISCO, CA

Registration

CRD #4280588 · CHARLES SCHWAB INVESTMENT MANAGEMENT, INC · 25 years registered

Brand Profile

Not yet started

Career History

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Jul 2022 – present

CHARLES SCHWAB INVESTMENT ADVISORY, INC

Mar 2018 – Jul 2022

Boston, MA

WELLESLEY INVESTMENT PARTNERS, LLC

Oct 2007 – Dec 2009

WELLESLEY, MA

THOMASPARTNERS, INC.

Jul 2001 – Mar 2018

Boston, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 6, 2001

Years registered · 25

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 William Patrick Mcmahon offer?

William Patrick Mcmahon specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are William Patrick Mcmahon's credentials?

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

Where is William Patrick Mcmahon located?

William Patrick Mcmahon 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 William Patrick Mcmahon charge for services?

William Patrick Mcmahon'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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