Sunita Sumair (CRD# 6460078) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 6 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Trust Bank | Leander, TX | Dec 2020 - Current | 3 |
| Charles Schwab & Company, Inc. | Leander, TX | Jun 2019 - Current | 5 |
| Charles Schwab Bank | Austin, TX | Jun 2019 - Dec 2020 | 1 |
| Charles Schwab & Company, Inc. | Austin, TX | Mar 2017 - May 2019 | 2 |
| Ymca Of Greater Houston | Webster, TX | Mar 2016 - Mar 2017 | 1 |
| Cri Securities, LLC | St Paul, MN | Oct 2015 - Feb 2016 | < 1 |
| Securian Financial Services, Inc. | St Paul, MN | Oct 2015 - Feb 2016 | < 1 |
| Minnesota Life Ins Co | St Paul, MN | Oct 2015 - Feb 2016 | < 1 |
| North Star Consultants, Inc. | Houston, TX | Oct 2015 - Feb 2016 | < 1 |
| Securian Financial Services, Inc. | St Paul, MN | Jun 2015 - Oct 2015 | < 1 |
| North Star Consultants, Inc. | Houston, TX | Jun 2015 - Oct 2015 | < 1 |
| Klru-tv, Pbs Austin | Austin, TX | Sep 2012 - May 2015 | 2 |
| University Of Texas At Austin | Austin, TX | Aug 2011 - May 2015 | 3 |
| University Of Texas | Austin, TX | Aug 2011 - May 2015 | 3 |
| Enterprise Rent-a-car | Austin, TX | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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