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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2025-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nmg Consulting | Boston | MA | 05/2022 | 04/2024 |
| Chatham Partners | Waltham | MA | 08/2012 | 05/2022 |
| Charles Schwab &Co, Inc | Bedford | NH | 10/2024 | Present |
| Charles Schwab Bank, Ssb | Bedford | NH | 10/2024 | Present |
| Unemployed | Bedford | NH | 04/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-21 |
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