Nilesh Imanuel Christian
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nilesh Imanuel Christian is an investment adviser representative with Charles Schwab & Co., Inc. in East Walpole, MA, where they have been registered since 2023. They have worked in the securities industry since 2000 and have been registered with 6 firms, including Heritage Financial Services, LLC and Mariner Wealth Advisors. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- N/aApr 2016 – Dec 2016East Walpole, MA
- Creative PlanningJan 2017 – Mar 2018Overland Park, KS
- Mariner Wealth AdvisorsApr 2018 – Jun 2018Overland Park, KS
- Glenmede Trust CompanyNov 2018 – Nov 2021Philadelphia, PA
- Heritage Financial Services, LLCJan 2022 – Aug 2022Westwood, MA
- N/aJul 2018 – Oct 2018East Walpole, MA
- N/aSep 2022 – Feb 2023East Walpole, MA
- Charles Schwab & Co., Inc.Feb 2023 – no end date reportedBoston, MA
- Charles Schwab Bank, SSBFeb 2023 – no end date reportedBoston, MA
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in East Walpole, MA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nilesh Imanuel Christian has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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