Christopher Albanese

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

• 04/2013 → 09/2019
  Fifth Third Bank
  Highland, IN
• 07/2013 → 12/2017
  Fifth Third Securities
  Highland, IN
• 08/2018 → 09/2019
  Fifth Third Securities
  Valparaiso, IN
• 09/2019 → 06/2026
  Ubs
  Chicago, IL
• 06/2026 → Present
  Charles Schwab & Co., Inc.
  Merrillville, IN

Previous Registrations

• 2019-09-30 → 2026-07-02
  Ubs Financial Services Inc.
  Seattle, WA
  Weehawken, NJ
  Chicago, IL
• 2018-08-31 → 2019-09-13
  Fifth Third Securities, Inc.
  Michigan City, IN
  Valparaiso, IN
• 2016-11-21 → 2017-12-04
  Fifth Third Securities, Inc.
  Highland, IN
  Munster, IN
  Michigan City, IN
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-21
• S63 Uniform Securities Agent State Law Examination
  2011-05-20

Other Names

• Christopher M Albanese