Anthony Beharry

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

• 06/2017 → 12/2022
  Td Ameritrade
  New York, NY
• 02/2015 → 06/2017
  Fidelity Investments
  New York, NY
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  New York, NY
• 07/2022 → Present
  Charles Schwab Bank
  New York, NY

Previous Registrations

• 2017-07-12 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  New York, NY
  New York, NY
  New York, NY
• 2017-07-11 → 2022-10-14
  Td Ameritrade, Inc.
  New York, NY
  New York, NY
  New York, NY
  New York City, NY
  Omaha, NE
• 2016-03-31 → 2017-06-07
  Strategic Advisers Llc
  New York, NY

Other Businesses

1) Anthony Beharry | Investment Related:No|Entertainment Venues/Theaters|Actor|6/18/2022|Less than 20|0|Acting

Exams

• S66 Uniform Combined State Law Examination
  2014-05-05
• S63 Uniform Securities Agent State Law Examination
  2013-07-25