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Neesha K Hathi

Managing Director Head Of Wealth & Advice SolutionsCharles Schwab & Co., Inc.CRD 2648997

About Neesha K Hathi

Neesha K Hathi is listed as Managing Director Head Of Wealth & Advice Solutions at Charles Schwab & Co., Inc. in San Francisco, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Charles Schwab & Co., Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Neesha K Hathi work?

Neesha K Hathi is listed as Managing Director Head Of Wealth & Advice Solutions at Charles Schwab & Co., Inc. on SEC Form ADV.

How much of Charles Schwab & Co., Inc. does Neesha K Hathi own?

Form ADV reports a beneficial ownership band of Under 5%.

Charles Schwab & Co., Inc.

TitleManaging Director Head Of Wealth & Advice Solutions
OwnershipUnder 5%
Control personYes
Since2023
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