Deviemattie S. Makkar

SCHWAB WEALTH ADVISORY | Planning Consultant

BELLEVUE, WA 98004

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CRD#: 7460078

Professional summary

Deviemattie Sukhdeo Makkar, who also goes by Deviemattie Makkar, Deviemattie Sukhdeo, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Bellevue, Washington and CHARLES SCHWAB & CO., INC. located in Bellevue, Washington.

Deviemattie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Deviemattie has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Biography

As your Planning Consultant at Fidelity Investments, my guiding philosophy is to offer valuable, cost-effective, actionable, unbiased, and individualized planning knowledge to help you pursue your personal and financial objectives. I am humbled and enriched every day as I meet our remarkable clients, build lasting relationships, and positively impact the future for our clients.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Deviemattie Makkar | Deviemattie Sukhdeo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deviemattie Sukhdeo Makkar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

Cornell University

Diploma - Financial Management

2018

CUNY York College

Bachelor of Arts (BA) - Psychology

2014

Experience

Current

July 25, 2025 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 11100 Ne 8th St. Suite#250, Bellevue, WA 98004

RIA

CRD#: 159035

BELLEVUE, WA

Current

July 25, 2025 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 11100 Ne 8th St. Suite 250, Bellevue, WA 98004-4465

RIA

CRD#: 5393

Bellevue, WA

Past

March 31, 2025 - July 24, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SEATTLE, WA

Past

September 2, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

REDMOND, WA

Past

May 9, 2022 - July 24, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Montana
(10/10/2025)

Washington
(7/25/2025)

IAR

Washington
(7/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/12/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/7/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/9/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

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Contact information

Main Address

211 Main Street, San Francisco, CA 94105-1901

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (9/23/2025)

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

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Deviemattie S. Makkar

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deviemattie Sukhdeo Makkar's CRS (Customer Relationship Summary).

Certified licenses

Education

Cornell University

CUNY York College

Experience

CHARLES SCHWAB & CO., INC.

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/12/2022

Series 7TO

Date: 5/7/2022

SIE

Date: 7/9/2021

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

Contact information

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