William Harold Bleau

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

• 08/2005 → 02/2018
  Scottrade, Inc.
  Manchester, CT
• 02/2018 → 06/2024
  Td Ameritrade, Inc.
  Manchester, CT
• 02/2018 → 06/2024
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 10/2021 → Present
  Charles Schwab & Co., Inc.
  Alexandria, VA
• 10/2021 → Present
  Charles Schwab Bank, Ssb
  Alexandria, VA

Previous Registrations

• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  Manchester, CT
  West Hartford, CT
  Alexandria, VA
  Tysons Corner, VA
  Washington, DC
• 2018-02-26 → 2021-11-09
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Manchester, CT
  West Hartford, CT
• 2016-06-16 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2016-06-16
• S63 Uniform Securities Agent State Law Examination
  2005-12-21

Other Names

• William Harold Bleau
• William Harold Bleau
• Bill Bleau
• William Harold Bleau