Steven Brian Hamilton

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

• 02/2014 → 12/2019
  First Clearing, Llc
  Glen Allen, VA
• 10/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 10/2020 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ
• 12/2019 → 10/2020
  Wells Fargo
  Glen Allen, VA

Previous Registrations

• 2014-03-05 → 2020-01-02
  Wells Fargo Clearing Services, Llc
  Glen Allen, VA
  St. Louis, MO
  Glen Allen, VA
• 2008-01-23 → 2014-02-21
  Truist Investment Services, Inc.
  Richmond, VA
  Richmond, VA

Other Businesses

1) Doordash | Investment Related:No|Restaurant/Food Services|Delivery driver|10/2/2023|20-40|0|I would like to apply to be a food delivery driver for Doordash.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-22
• S63 Uniform Securities Agent State Law Examination
  1998-07-06

Other Names

• Steve Hamilton