Serif Oguz Denktas

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

• 07/2010 → Present
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 01/2020 → 12/2021
  Charles Schwab Investment Advisory, Inc.
  Lone Tree, CO
• 05/2023 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 07/2023 → 06/2024
  Td Ameritrade Inc.
  Lone Tree, CO

Previous Registrations

• 2021-11-04 → 2022-01-25
  Charles Schwab Investment Advisory, Inc.
  Lone Tree, CO

Other Businesses

1) University Of Colorado at Denver | Investment Related:No|1475 Lawrence Street, Suite 6000|Denver|CO|80202|United States |Education|Member of the Board of Advisors |9/12/2025|Less than 20|0|Advance the mission of the Business School, Actively participate in all board activities, Support Student Success, Provide guidance and feedback on program plans and services and Assist in Friend-Raising and Fundraising

Exams

• S66 Uniform Combined State Law Examination
  2010-08-16
• S63 Uniform Securities Agent State Law Examination
  1999-11-04

Other Names

• Serif Denktas