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Chief Investment Officer · Charles Schwab Investment Management, Inc

William P. McMahon

CRD 4280588 · Named on Form ADV at one SEC-registered adviser

At a glance

Charles Schwab Investment Management, Inc, an SEC-registered asset manager based in SAN Francisco, CA with $1.7 trillion in regulatory assets, lists William P. McMahon on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

William’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2001 (25 years)
Designations
Chartered Financial Analyst
Exams
Series 66
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

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

Colleagues named on the same filings (7)

  • Omar Aguilar ChavezDirector, Chief Executive Officer, President and Chief Investment Officer, Charles Schwab Investment Management, Inc
  • Richard A WursterDirector, Charles Schwab Investment Management, Inc
  • Catherine M. MacgregorChief Legal Officer, Charles Schwab Investment Management, Inc
  • Jessica A. SeidlitzChief Financial Officer and Chief Operating Officer, Charles Schwab Investment Management, Inc
  • Patrick S CassidyChief Investment Officer, Charles Schwab Investment Management, Inc

2 more people named with William on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.