Anton L Reese

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

• 10/2014 → 10/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leesburg, VA
• 10/2014 → 10/2017
  Bank Of America, N.A.
  Richmond, VA
• 10/2017 → 06/2024
  Td Ameritrade, Inc.
  Alexandria, VA
• 10/2017 → 06/2024
  Td Ameritrade Investment Management, Llc
  Alexandria, VA
• 01/2022 → Present
  Charles Schwab & Co., Inc.
  Alexandria, VA
• 07/2022 → Present
  Charles Schwab Bank, Ssb
  Alexandria, VA

Previous Registrations

• 2017-11-28 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Glen Allen, VA
  Alpharetta, GA
  Atlanta, GA
• 2017-10-30 → 2022-10-14
  Td Ameritrade, Inc.
  Glen Allen, VA
  Alpharetta, GA
  Westlake, TX
  Alexandria, VA
  Atlanta, GA
• 2014-10-28 → 2017-10-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Colonial Heights, VA
  Richmond, VA
  Colonial Heights, VA
  Richmond, VA
  Richmond, VA
  Richmond, VA
• 2014-02-10 → 2014-06-06
  Truist Investment Services, Inc.
  Mechanicsville, VA
• 2012-03-23 → 2014-01-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlottesville, VA

Other Businesses

1) House Rental | Investment Related:No|1600 Villageway Dr. |Henrico|Virginia|23229|USA|Rental Services (Other than Real Estate)|Homeowner|1/1/2021|Less than 20|0.000000|I own the house where my mother is living and paying the mortgage, which is her rent.

Exams

• S66 Uniform Combined State Law Examination
  2012-03-22
• S63 Uniform Securities Agent State Law Examination
  2004-03-30

Other Names

• Anton Reese
• Anton Reese
• Anton Lamon Osborne Reese
• Anton Lamon Osborne Reese
• Anton Reese
• Anton Reese
• Anton Lamon Osborne Reese