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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| FL | RA | APPROVED | 2020-06-08 |
Branch Locations
4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • United States
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Palm Beach Gardens | FL | 01/2008 | Present |
| Charles Schwab Bank | West Palm Beach | FL | 06/2009 | 06/2020 |
| Charles Schwab Bank Ssb | Palm Beach Gardens | FL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-23 |
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