Vincent Vijay Lachman is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-09-30 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-09-23 | 2019-01-02 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2014-06-06 | 2015-11-18 | — |
| J.P. MORGAN SECURITIES LLC | 2012-10-01 | 2013-09-10 | — |
| CHASE INVESTMENT SERVICES CORP. | 2012-06-29 | 2012-10-01 | — |