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Stephen M Wytiaz

Charles Schwab & Co., Inc.

Orlando, FL

Clermont, FL

CRD 6149741

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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
FL RA APPROVED 2017-04-04
  • FL RA
    APPROVED
    Since 2017-04-04

Branch Locations

4848 S Apopka Vineland Rd. Suite 204, Orlando, FL 32819 • United States

1600 Hancock Road Suite D, Clermont, FL 34711 • 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
Charles Schwab & Co., Inc. Lone Tree CO 07/2015 01/2017
Charles Schwab Bank Lone Tree CO 11/2016 01/2017
Charles Schwab & Co., Inc. Orlando FL 02/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-11
  • S66 Uniform Combined State Law Examination
    2016-03-11
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

SCHWAB WEALTH ADVISORY, INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST

Nearby Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit

Nearby Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

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