Mei Soo Decicco

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

• 12/2006 → 12/2022
  Td Ameritrade Inc
  Fort Worth, TX
• 06/2009 → Present
  Self Employed
  Bedford, TX
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 11/2023 → Present
  Charles Schwab Bank, Ssb
  Westlake, TX

Previous Registrations

• 2013-09-16 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Southlake, TX
  Westlake, TX
• 2007-01-16 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Westlake, TX
  Fort Worth, TX
  Westlake, TX
  Westlake, TX
• 2003-03-17 → 2006-12-15
  Ameriprise Financial Services, Llc
  Hurst, TX
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2003-03-13

Other Names

• Mei Sim Soo
• Mei Sim Soo
• Mei Soo De Cicco