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Keith R Schneider

Charles Schwab & Co., Inc.

Red Bank, NJ

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-15
  • NJ RA
    APPROVED
    Since 2025-10-15

Branch Locations

55 Broad St, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities, Llc New York NY 02/2013 08/2023
E*Trade Capital Management, Llc New York NY 02/2013 08/2023
Morgan Stanley New York NY 03/2023 08/2023
Fidelity Investments Bridgewater NJ 09/2023 09/2025
Fidelity Investments Boston MA 03/2025 09/2025
Charles Schwab & Co., Inc. Red Bank NJ 09/2025 Present
Charles Schwab Bank, Ssb Red Bank NJ 09/2025 Present
  • 02/2013 → 08/2023
    E*Trade Securities, Llc
    New York, NY
  • 02/2013 → 08/2023
    E*Trade Capital Management, Llc
    New York, NY
  • 03/2023 → 08/2023
    Morgan Stanley
    New York, NY
  • 09/2023 → 09/2025
    Fidelity Investments
    Bridgewater, NJ
  • 03/2025 → 09/2025
    Fidelity Investments
    Boston, MA
  • 09/2025 → Present
    Charles Schwab & Co., Inc.
    Red Bank, NJ
  • 09/2025 → Present
    Charles Schwab Bank, Ssb
    Red Bank, NJ
Previous Registrations
  • 2025-03-31 → 2025-10-03
    Strategic Advisers Llc
    Lincroft, NJ
    Bridgewater, NJ
    Boston, MA
  • 2023-11-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bridgewater, NJ
  • 2013-03-12 → 2023-08-21
    Harrisdirect Llc
    Arlington, VA
    New York, NY
    New York, NY
    New York, NY
  • 2012-10-01 → 2013-02-13
    J.P. Morgan Securities Llc
    Brooklyn, NY
  • 2011-04-19 → 2012-10-01
    Chase Investment Services Corp.
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-15
S63 Uniform Securities Agent State Law Examination 2008-04-10
  • S65 Uniform Investment Adviser Law Examination
    2011-04-15
  • S63 Uniform Securities Agent State Law Examination
    2008-04-10
Other Names
  • Keith R Schneider
  • Keith Schneider

View on SEC IAPD

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Other Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ
WBI INVESTMENTS, LLC · RED BANK, NJ
PRINCETON CAPITAL MANAGEMENT LLC · RED BANK, NJ
ATLAS PRIVATE WEALTH ADVISORS · RED BANK, NJ
DONALD W. CASH & ASSOCIATES, LLC · RED BANK, NJ
IEM ASSET MANAGEMENT, LLC · RED BANK, NJ

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