Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Adviser and broker representative · Charles Schwab & Co., Inc.

Anastasiia A. Wagoner

CRD 7382096 · Nashville, TN

At a glance

Anastasiia A. Wagoner is an investment adviser representative with Charles Schwab & Co., Inc. in Nashville, TN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Anastasiia’s SEC record dates to 2023, about 2 years ago. Anastasiia is also registered as a broker representative.

Current advisory firm

SEC adviser record

Registered since
2023 (2 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Anastasiia’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at Charles Schwab & Co., Inc.

Every advisor at Charles Schwab & Co., Inc. →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news, moves and payouts →Financial advisors in Nashville, TN →Every Charles Schwab & Co., Inc. advisor in Nashville →Advisor Moves: who changed firms this week →