Philippa Zuckerman

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2000 → Present
  Charles Schwab & Co., Inc.
  San Francisco, CA

Other Businesses

1) GPOD of Idaho | Investment Related:No|865 E. 1400 North|Shelley|ID|83274|USA|Agriculture/Forestry/Fishing|Member of Management Committee|5/15/2017|Less than 20|0|The management committee discusses a variety of topics, such as financial results, capital expenditures and personnel, and provides guidance, as appropriate, to the on-site management team who is in charge of day-to-day operations., 2) ZIPCO | Investment Related:No|PO Box 503|Shelley|ID|83274|USA|Agriculture/Forestry/Fishing|Treasurer|12/4/2025|Less than 20|0|The Treasurer's responsibilities are to 1) receive an annual distribution from GPOD, of which it owns 47.5%, 2) pay for any expenses during the year and 3) distribute proceeds to shareholders annually. There are no related investment accounts or activities.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-27
• S63 Uniform Securities Agent State Law Examination
  2002-05-10

Other Names

• Philippa J M Zuckerman
• Philippa J M Zuckerman