Career
Omar Aguilar Chavez has been Director, Chief Executive Officer, President and Chief Investment Officer of Charles Schwab Investment Management since October 2024. Omar Aguilar Chavez is a control person of the firm and directly owns under 5% of it. Omar Aguilar Chavez holds an M.S. and doctorate from Duke University Institute of Statistics and Decisions Sciences and a B.S. in Actuarial Sciences and graduate degree in Applied Statistics from Mexico Autonomous Institute of Technology (ITAM).
Charles Schwab Investment Management, Inc is a San Francisco, CA firm with $1.72T under management, 856,597 clients and 175 advisers across 168 offices, as of its March 2026 filing.
Schwab identifies Aguilar as President, CEO and CIO, overseeing investment strategy and the Schwab Center for Financial Research and serving on its Executive Council. Earlier roles include Financial Engines, ING/Voya, Lehman Brothers, Merrill Lynch and Bankers Trust.
No adviser firm registrations are on Omar Aguilar Chavez’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 15 October 2022 |
- Name
- General Securities Principal Examination
Individual record
- Full name
- Omar Aguilar Chavez
- CRD
- 4782958
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Omar Aguilar Chavez work?
Omar Aguilar Chavez has been Director, Chief Executive Officer, President and Chief Investment Officer of Charles Schwab Investment Management, Inc since October 2024, and is a control person of the firm.
Does Omar Aguilar Chavez have a current investment-adviser registration?
Omar Aguilar Chavez has a current broker registration and no current investment-adviser registration.
What exams has Omar Aguilar Chavez passed?
Omar Aguilar Chavez passed the Series 24 in October 2022.