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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2014-05-20 |
Branch Locations
11800 Schwab Way, Austin, TX 78758 • United States
8040 South 48Th Street, Phoenix, AZ 85044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 10/2012 | Present |
| Schwab Retirement Plan Services | Austin | TX | 06/2016 | 05/2018 |
| Charles Schwab Bank, Ssb | Austin | TX | 08/2020 | Present |
| Charles Schwab Premiere Bank | Austin | TX | 11/2020 | Present |
| Charles Schwab Trust Bank | Austin | TX | 11/2020 | Present |
| Charles Schwab Trust Company Of Delaware | Austin | TX | 01/2024 | Present |
Great Oaks Elementary PTA |Investment Related:No|Education|Treasurer|2026-04-15|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Oversee PTA finances, including budgeting, tracking income and expenses, and providing financial updates with transparency
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-20 |
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