Best Investors Account Sign in

Frank Stephen Reed

Charles Schwab & Co., Inc.

Westlake, TX

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
  • TX RA
    APPROVED
    Since 2026-02-04

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 03/2025 11/2025
Aledoreed Consulting Fort Worth TX 08/2022 02/2025
Stgb Restaurants Fort Worth TX 01/2011 08/2022
Charles Schwab & Co., Inc Westlake TX 12/2025 Present
  • 03/2025 → 11/2025
    Fidelity Investments
    Westlake, TX
  • 08/2022 → 02/2025
    Aledoreed Consulting
    Fort Worth, TX
  • 01/2011 → 08/2022
    Stgb Restaurants
    Fort Worth, TX
  • 12/2025 → Present
    Charles Schwab & Co., Inc
    Westlake, TX
Previous Registrations
  • 2011-01-26 → 2011-05-20
    Td Ameritrade, Inc.
    Westlake, TX
    Fort Worth, TX
  • 2011-01-26 → 2011-05-20
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
  • 2010-02-22 → 2010-05-05
    Legacy Wealth Management, Llc
    Memphis, TN
    Aledo, TX
  • 2009-06-05 → 2009-06-18
    Legacy Wealth Management, Llc
    Aledo, TX
  • 2004-05-03 → 2007-07-03
    Strategic Advisers Llc
    Westlake, TX
  • 2004-05-03 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-04
S63 Uniform Securities Agent State Law Examination 2025-05-22
  • S66 Uniform Combined State Law Examination
    2026-02-04
  • S63 Uniform Securities Agent State Law Examination
    2025-05-22
Other Names
  • Frank S Reed
  • Frank Steve Reed
  • Steve Steve Reed
  • Frank Stephen Reed

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor