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RIA / WealthAdvisor13 years in industry

Cassandra Lynn Webster

Advisor at CHARLES SCHWAB & CO., INC.

Boston, MA | Lone Tree, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3b3548a3-d756-9ea2-4f4a-00e07cbd276a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 12, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLES SCHWAB & CO., INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Mar 11, 2014
First registration: Aug 12, 2014
Dual registered: no
Other names: CASSANDRA LYNN HILTY|CASSANDRA LYNN WEBSTER|CASSANDRA LYNN WEBSTER
IAPD individual key: 5540457

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 11, 2022	n/a	yes	Lone Tree, CO\|Boston, MA	Current employment
CHARLES SCHWAB INVESTMENT ADVISORY, INC	Former SEC adviser	Dec 23, 2020	Mar 14, 2022	no	SAN FRANCISCO, CA\|Boston, MA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 22, 2018	Dec 22, 2020	no	Boston, MA	Previous registration
WINDHAVEN INVESTMENT MANAGEMENT, INC.	Former SEC adviser	Aug 12, 2014	Mar 30, 2018	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB INVESTMENT ADVISORY, INC	CHARLES SCHWAB & CO., INC.	Mar 14, 2022	Mar 11, 2022	-3	Channel change	Ibd to ibd
CHARLES SCHWAB & CO., INC.	CHARLES SCHWAB INVESTMENT ADVISORY, INC	Dec 22, 2020	Dec 23, 2020	1	Channel change	Ibd to RIA
WINDHAVEN INVESTMENT MANAGEMENT, INC.	CHARLES SCHWAB & CO., INC.	Mar 30, 2018	Feb 22, 2018	-36	Channel change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
155138:5393:MA:2018-03-30	Mar 30, 2018	Feb 22, 2018	BOSTON, MA	Firm change after gap

Relationships

Registered with (3)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 22, 2018 to Dec 22, 2020factForm ADV
→ CHARLES SCHWAB INVESTMENT ADVISORY, INCRegistered adviserregistration: previous registration
Dec 23, 2020 to Mar 14, 2022factForm ADV
→ WINDHAVEN INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 12, 2014 to Mar 30, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b3548a3-d756-9ea2-4f4a-00e07cbd276a
First observed: Aug 12, 2014
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Cassandra Lynn Webster

Advisor at CHARLES SCHWAB & CO., INC.

Boston, MA | Lone Tree, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3b3548a3-d756-9ea2-4f4a-00e07cbd276a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:25 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CHARLES SCHWAB & CO., INC.

National bd RIA

Mar 11, 2022

n/a

yes

Lone Tree, CO|Boston, MA

Current employment

CHARLES SCHWAB INVESTMENT ADVISORY, INC

Former SEC adviser

Dec 23, 2020

Mar 14, 2022

SAN FRANCISCO, CA|Boston, MA

Previous registration

CHARLES SCHWAB & CO., INC.

National bd RIA

Feb 22, 2018

Dec 22, 2020

Boston, MA

Previous registration

WINDHAVEN INVESTMENT MANAGEMENT, INC.

Former SEC adviser

Aug 12, 2014

Mar 30, 2018

BOSTON, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CHARLES SCHWAB INVESTMENT ADVISORY, INC

CHARLES SCHWAB & CO., INC.

Mar 14, 2022

Mar 11, 2022

-3

Channel change

Ibd to ibd

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB INVESTMENT ADVISORY, INC

Dec 22, 2020

Dec 23, 2020

Channel change

Ibd to RIA

WINDHAVEN INVESTMENT MANAGEMENT, INC.

CHARLES SCHWAB & CO., INC.

Mar 30, 2018

Feb 22, 2018

-36

Channel change

Other

Team

Left

Joined

From

Kind

155138:5393:MA:2018-03-30

Mar 30, 2018

Feb 22, 2018

BOSTON, MA

Firm change after gap