Saher Khan

Financial advisor at Charles Schwab & Co., Inc. · Charlotte, NC

Last updated 2026-10-10

Claim your profile

Saher Khan is a financial advisor at Charles Schwab & Co., Inc. in Charlotte, NC, CRD 5422843. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2015-08-31.

Registration

CRD number
5422843
Registration status
Active
IAPD registration
2015-08-31
Industry Experience
11 years
Work Experience
10 years
States registered
NC

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2016-07 to 2019-12 · Suntrust Bank · Orlando, FL
  • 2016-08 to 2022-04 · Suntrust Investment Services, Inc. · Atlanta, GA
  • 2016-08 to 2022-09 · Suntrust Advisory Services LLC · Atlanta, GA
  • 2022-04 to 2022-09 · Truist Investment Services, Inc · Atlanta, GA
  • 2019-12 to 2022-09 · Truist Bank · Orlando, FL
  • 2022-10 to Present · Charles Schwab & Co, Inc · Charlotte, NC
  • 2022-10 to 2026-01 · Charles Schwab Premier Bank · Orlando, FL
  • 2023-12 to Present · Charles Schwab Bank, Ssb · Charlotte, NC

Current employment

SEC IAPD record for Saher Khan

Charles Schwab & Co., Inc.

Registered advisors
6,791
Offices
867
Clients per advisor
0.0 (Low)

Charles Schwab & Co., Inc.: advisors, services and reported ETF investments

About

Saher Khan is a financial advisor at Charles Schwab & Co., Inc. in Charlotte, NC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 11 years of industry experience and 10 years of reported work history. Reported roles include Charles Schwab Bank, Ssb, Charles Schwab Premier Bank, Truist Investment Services, Inc, Truist Bank, among others.

Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, Other Advisory Service.

What this firm offers

Filed by Charles Schwab & Co., Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

Charlotte, NC

1 advisor at this office.

Charles Schwab & office in Charlotte, NC

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Saher Khan?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.