Investment adviser representative · Charles Schwab Investment Management, Inc.
Ruta Stiess
CRD 6386499 · San Francisco, CA
At a glance
Ruta Stiess is an investment adviser representative with Charles Schwab Investment Management, Inc. in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ruta’s SEC record dates to 2014, about 11 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Charles Schwab Investment Management, Inc.Since July 2020San Francisco, CA · $1.72T in regulatory assets
SEC adviser record
- Registered since
- 2014 (11 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ruta’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
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.