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Charles Schwab & Co., Inc. CRD 5393
955,800 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-03-02 |
Branch Locations
6550 South Big Cottonwood Canyon Rd, Cottonwood Heights, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Cottonwood Heights | UT | 02/2006 | 06/2024 |
| Charles Schwab & Co., Inc. | Cottonwood Heights | UT | 01/2022 | Present |
| Td Ameritrade Investment Management, Llc | Cottonwood Heights | UT | 06/2006 | 09/2023 |
| Charles Schwab Bank, Ssb | Cottonwood Heights | UT | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-02 |
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