Kevin James Maher

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

• 10/2010 → 11/2016
  Fidelity Investments
  Merrimack, NH
• 11/2016 → Present
  Charles Schwab & Co., Inc.
  Chicago, IL
• 11/2016 → Present
  Charles Schwab Bank
  Chicago, IL
• 01/2019 → Present
  Charles Schwab Trust Bank
  Chicago, IL
• 11/2020 → Present
  Charles Schwab Premiere Bank
  Chicago, IL

Previous Registrations

• 2012-01-11 → 2016-11-18
  Strategic Advisers Llc
  Merrimack, NH
  Chicago, IL

Other Businesses

(1) HYGGE WAX | NOT INVESTMENT RELATED | CHICAGO IL |RETAIL |CO-OWNER|START DATE 06.14.2018| FOR APPROXIMATELY 20 HOURS PER MONTH NONE DURING TRADING HOURS| MARKET, PRODUCE PRODUCT, SHIP ORDER

Exams

• S66 Uniform Combined State Law Examination
  2012-01-10
• S63 Uniform Securities Agent State Law Examination
  2011-02-14

Other Names

• Kevin Maher
• Kevin Maher