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Ryan Federico

Charles Schwab & Co., Inc.

Jersey City, NJ

CRD 5318945

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-10-04
  • NJ RA
    APPROVED
    Since 2022-10-04

Branch Locations

30 Hudson Street Floor 23, Jersey City, NJ 07302 • 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
Td Ameritrade Jersey City NJ 09/2014 12/2022
Charles Schwab & Co., Inc. Jersey City NJ 10/2022 Present
Previous Registrations
  • 2014-10-06 → 2022-10-14
    Td Ameritrade, Inc.
    Jersey City, NJ
    San Diego, CA
    San Diego, CA
    Omaha, NE
  • 2013-09-27 → 2014-09-08
    Blackrock Investment Management, Llc
    Jersey City, NJ
    Princeton, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-26
S63 Uniform Securities Agent State Law Examination 2007-12-05
  • S65 Uniform Investment Adviser Law Examination
    2013-09-26
  • S63 Uniform Securities Agent State Law Examination
    2007-12-05
Other Names
  • Ryan Matthew Federico

View on SEC IAPD

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Nearby Investors

Jessie A Ledesma
Andre Ricardo Carrera
Matthew A Funk

Nearby Offices

MORGAN STANLEY INVESTMENT MANAGEMENT INC. · NEW YORK, NY
MSRESS III MANAGER, L.L.C. · NEW YORK, NY
MS CAPITAL PARTNERS ADVISER INC. · NEW YORK, NY

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