Emily Coughlin
Advisor at Charles Schwab — Schaumburg, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Schaumburg, IL 60173
Charles Schwab
Institution
Emily Coughlin is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning her advisory career in 2026. Her prior roles include positions at Federated Global Investment Management Corp and related Federated entities. Outside of advisory work, she has experience with organizations such as True Lacrosse and Pitt Sports Camps. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.
Based on Charles Schwab
Based on Charles Schwab
$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated
Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.
Schaumburg, IL
1160 N Plaza Drive
Schaumburg IL 60173
Advisors at this office
15
Illinois
< 1 year of industry experience
Charles Schwab & Co., Inc.
2026 - Present • 1 year
Schaumburg, IL
Charles Schwab Bank, SSB
2026 - Present • 1 year
Schaumburg, IL
Federated Global Investment Management Corp
2025 - 2026 • 1 year
Pittsburgh, PA
Federated Investment Counseling
2025 - 2026 • 1 year
Pittsburgh, PA
MDT Advisers, A Division of Federated MDTA LLC
2025 - 2026 • 1 year
Pittsburgh, PA
Federated Securities Corp
2025 - 2026 • 1 year
Pittsburgh, PA
Federated Hermes Inc
2025 - 2026 • 1 year
Pittsburgh, PA
Aspirations Marketing
2024 - 2024 • 1 year
Pittsburgh, PA
Dandelion Consultores
2023 - 2023 • 1 year
Valencia
True Lacrosse
2022 - 2026 • 4 years
Sewickely, PA
Pitt Sports Camps
2021 - 2024 • 3 years
Pittsburgh, PA
Presbyterian Senior Care
2021 - 2025 • 4 years
Oakmont, PA
N/a
2020 - 2025 • 5 years
Pittsburgh, PA
Young men & women's Hebrew association
2020 - 2020 • 1 year
Pittsburgh, PA
Dairy Queen Grill & Chill
2019 - 2020 • 1 year
New Kensington, PA
N/a
2016 - 2020 • 4 years
Pittsburgh, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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