Best Investors Account Sign in

Ryan Timothy Mcnelis

Charles Schwab & Co., Inc.

Edina, MN

Edina, MN

CRD 6126374

Claim This Profile
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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-02-19
  • MN RA
    APPROVED
    Since 2021-02-19

Branch Locations

6996 France Avenue South Suite 100, Edina, MN 55435 • United States

3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Greenwood Village CO 04/2015 05/2020
Charles Schwab & Co., Inc. Edina MN 06/2020 Present
Charles Schwab Bank, Ssb Edina MN 06/2020 Present
Td Ameritrade, Inc. St. Paul MN 01/2023 06/2024
Td Ameritrade Investment Management, Llc St. Paul MN 01/2023 06/2024
  • 04/2015 → 05/2020
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 06/2020 → Present
    Charles Schwab & Co., Inc.
    Edina, MN
  • 06/2020 → Present
    Charles Schwab Bank, Ssb
    Edina, MN
  • 01/2023 → 06/2024
    Td Ameritrade, Inc.
    St. Paul, MN
  • 01/2023 → 06/2024
    Td Ameritrade Investment Management, Llc
    St. Paul, MN
Previous Registrations
  • 2023-02-06 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    St. Paul, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-19
S63 Uniform Securities Agent State Law Examination 2014-03-21
  • S65 Uniform Investment Adviser Law Examination
    2021-02-19
  • S63 Uniform Securities Agent State Law Examination
    2014-03-21

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
THOMAS LEO ADVISORY, LLC
STAIRWAY PARTNERS, LLC

Nearby Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER

Nearby Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN

More in Edina, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor