Andrea Marie Ruiz

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

• 11/2005 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 11/2005 → Present
  Charles Schwab Bank, Ssb
  Westlake , TX

Previous Registrations

• 2022-07-22 → 2022-10-14
  Td Ameritrade, Inc.
  Carlsbad, CA
  Indian Wells, CA
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2018-02-26
• S63 Uniform Securities Agent State Law Examination
  2006-06-09

Other Names

• Andrea Marie Ruiz
• Andrea Marie Theobalt
• Andrea Theobalt