Frank Edward Osman

Employer firm

Choreo, LLC CRD 111221

$19.1B regulatory AUM 244 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 04/2023
  Charles Schwab & Co., Inc.
  Seal Beach, CA
• 12/2014 → 04/2023
  Charles Schwab Bank
  Seal Beach, CA
• 05/2023 → Present
  Choreo, Llc
  Irvine, CA

Previous Registrations

• 2015-09-28 → 2023-05-17
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Franklin, TN
  Nashville, TN
  Seal Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-09-28
• S63 Uniform Securities Agent State Law Examination
  2012-01-09

Designations

• Certified Financial Planner