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Gregory Steven Hernandez

Charles Schwab & Co., Inc.

Austin, TX

CRD 3094585

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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
TX RA APPROVED 2020-05-23
  • TX RA
    APPROVED
    Since 2020-05-23

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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
Usaa Investment Management Company San Antonio TX 06/1998 05/2020
Usaa Financial Advisors, Inc. San Antonio TX 09/2007 05/2020
Usaa Financial Planning Services San Antonio TX 07/2008 05/2020
Charles Schwab & Co Austin TX 05/2020 Present
Charles Schwab Bank, Ssb Austin TX 05/2020 Present
  • 06/1998 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 09/2007 → 05/2020
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 07/2008 → 05/2020
    Usaa Financial Planning Services
    San Antonio, TX
  • 05/2020 → Present
    Charles Schwab & Co
    Austin, TX
  • 05/2020 → Present
    Charles Schwab Bank, Ssb
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-02-05
S63 Uniform Securities Agent State Law Examination 1998-08-19
  • S65 Uniform Investment Adviser Law Examination
    2002-02-05
  • S63 Uniform Securities Agent State Law Examination
    1998-08-19
Designations
  • Certified Financial Planner
Other Names
  • Greg Hernandez

View on SEC IAPD

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