Crystal Gilbertson

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

• 11/2014 → 01/2021
  Td Ameritrade
  Omaha, NE
• 02/2021 → 10/2022
  Robinhood Financial, Llc
  Menlo Park, CA
• 01/2021 → 02/2021
  Unemployed
  Scottsdale, AZ
• 10/2022 → 12/2022
  Unemployed
  Scottsdale, AZ
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2018-04-26 → 2021-01-11
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  San Diego, CA
  San Diego, CA
  Phoenix, AZ
• 2018-04-30 → 2020-12-31
  Td Ameritrade, Inc.
  Omaha, NE
  San Diego, CA
  Omaha, NE
  Phoenix, AZ
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-04-23
• S63 Uniform Securities Agent State Law Examination
  2015-01-02

Other Names

• Crystal Lee Gilbertson