Best Investors
Account
Sign in
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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-30 |
| CA | RA | APPROVED | 2021-04-05 |
Branch Locations
2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2011 | 02/2021 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 02/2021 | Present |
1) 2413 N 68th St | Investment Related:No|2413 N 68th St|Scottsdale|AZ|85257|USA|Real Estate (Non-Agent/Broker)|Property Owner|1/10/2025|Less than 20|0|Co-owner of property and renting it to tenants
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-19 |
Reach out to this advisor