Saher Khan

CRD 5422843 · Charles Schwab & Co., Inc. · Westlake, TX

IA RegisteredBroker

Also appears in the source record as: Saher Khan; Saher Reynoso; Saher Saher

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 65Series 63
Registered states (3): Florida · North Carolina · Texas
Years in the industry (source record): 12
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (9)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Charlotte, NC · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

start not retrieved → present
Truist Advisory Services, Inc.
Orlando, FL · IA capacity

Nov 23, 2016 → Sep 14, 2022
Truist Investment Services, Inc.
Orlando, FL · BC capacity

Aug 16, 2016 → Sep 14, 2022
Suntrust Investment Services, Inc.
Orlando, FL · IA capacity

Aug 22, 2016 → Dec 31, 2016
State Farm Vp Management Corp.
Bloomington, IL · BC capacity

Apr 4, 2016 → Jul 21, 2016
Santander Securities
Dover, NJ · IA capacity

Aug 31, 2015 → Jan 20, 2016
Santander Securities LLC
Dover, NJ · BC capacity

Jun 9, 2015 → Jan 20, 2016
Citizens Securities, Inc.
Stroudsburg, PA · BC capacity

Apr 2, 2014 → Jun 1, 2015

Source & corrections

Where this page comes from

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