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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2016-11-17 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 11/2014 | Present |
1) N/A | Investment Related:No|Real Estate (Non-Agent/Broker)|Buying a second property|1/31/2024|Less than 20|0|I am looking to buy a single-family home that I will likely either rent out or re-sell. I'm hoping to start with 1 and see how it goes., 2) Aria, LLC | Investment Related:No|484 E Carmel Dr, #421|Carmel|IN|46032|United States|Real Estate (Non-Agent/Broker)|Owner|10/20/2025|Less than 20|0|I will be looking to invest in real estate in the greater Indianapolis area, which could include short-term property flips or rentals. I would serve as the silent partner, providing the funds to invest, and doing some bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-03 |
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