Cortney William Mcelroy

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

• 06/2006 → Present
  Charles Schwab & Co., Inc.
  West Palm Beach, FL
• 04/2008 → Present
  Charles Schwab Bank, Ssb
  West Palm Beach, FL

Previous Registrations

• 2002-03-01 → 2005-03-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Olympia, WA

Exams

• S66 Uniform Combined State Law Examination
  2000-10-08
• S63 Uniform Securities Agent State Law Examination
  2000-06-07

Designations

• Certified Financial Planner

Other Names

• Cortney Mcelroy