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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

SAJU BAHULEYAN

Advisor at CHARLES SCHWAB & CO., INC.

Westlake, TX | Oak Park, IL

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:6c671c0e-bc83-5a66-6996-5fb1cc1c2e16

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jan 24, 2008 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Saju Bahuleyan

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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: Jun 7, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 7, 1994
First registration: Jan 24, 2008
Dual registered: yes, broker-dealer
Other names: SAJU P BAHVLEYAN|SAJU BAHULEYAN|SAJU BAHULEYAN
IAPD individual key: 2318290

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	Jan 22, 2014	n/a	yes	Westlake, TX\|Oak Park, IL	Current employment
ADVANCED EQUITIES, INC.	Former SEC adviser	Apr 12, 2010	Nov 20, 2012	no	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL	Previous registration
LASALLE ST. INVESTMENT ADVISORS, L.L.C.	Bd affiliated wealth	Jan 24, 2008	Jun 20, 2008	no	ELMHURST, IL	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
ADVANCED EQUITIES, INC.	CHARLES SCHWAB & CO., INC.	Nov 20, 2012	Jan 22, 2014	428	Firm change after gap	Other
LASALLE ST. INVESTMENT ADVISORS, L.L.C.	ADVANCED EQUITIES, INC.	Jun 20, 2008	Apr 12, 2010	661	Firm change after gap	Other

Relationships

Registered with (3)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Jan 22, 2014 to presentfactForm ADV
→ ADVANCED EQUITIES, INC.Registered adviserregistration: previous registration
Apr 12, 2010 to Nov 20, 2012factForm ADV
→ LASALLE ST. INVESTMENT ADVISORS, L.L.C.Registered adviserregistration: previous registration
Jan 24, 2008 to Jun 20, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c671c0e-bc83-5a66-6996-5fb1cc1c2e16
First observed: Jan 24, 2008
Last observed: Sep 14, 2026 7 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.

SAJU BAHULEYAN

Advisor at CHARLES SCHWAB & CO., INC.

Westlake, TX | Oak Park, IL

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:6c671c0e-bc83-5a66-6996-5fb1cc1c2e16

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:05 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CHARLES SCHWAB & CO., INC.

National bd RIA

Jan 22, 2014

n/a

yes

Westlake, TX|Oak Park, IL

Current employment

ADVANCED EQUITIES, INC.

Former SEC adviser

Apr 12, 2010

Nov 20, 2012

CHICAGO, IL|CHICAGO, IL|CHICAGO, IL

Previous registration

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Bd affiliated wealth

Jan 24, 2008

Jun 20, 2008

ELMHURST, IL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ADVANCED EQUITIES, INC.

CHARLES SCHWAB & CO., INC.

Nov 20, 2012

Jan 22, 2014

428

Firm change after gap

Other

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

ADVANCED EQUITIES, INC.

Jun 20, 2008

Apr 12, 2010

661

Firm change after gap

Other