Christopher Anthony Marr

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

• 10/2012 → 08/2019
  Fidelity Brokerage Services
  Raleigh, NC
• 07/2018 → 08/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 09/2019 → 12/2020
  Edge Portfolio Management, Llc
  Wheaton, IL
• 07/2021 → Present
  Charles Schwab & Co., Inc.
  Wilmington, NC
• 01/2021 → 06/2021
  Unemployed
  Raleigh, NC
• 07/2021 → Present
  Charles Schwab Bank, Ssb
  Wilmington, NC

Previous Registrations

• 2019-10-16 → 2021-01-13
  Edge Financial Advisors, Llc
  Raleigh, NC
  Wheaton, IL
• 2018-07-13 → 2019-08-12
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2012-11-07 → 2018-07-13
  Strategic Advisers Llc
  Raleigh, NC
• 2012-04-23 → 2012-10-19
  Creative Planning
  Raleigh, NC
  Overland Park, KS
• 2001-03-12 → 2012-03-14
  Strategic Advisers Llc
  Durham, NC
  Cincinnati, OH

Exams

• S66 Uniform Combined State Law Examination
  2001-01-10
• S63 Uniform Securities Agent State Law Examination
  1998-02-27

Other Names

• Chris Anthony Marr