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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-31 |
Branch Locations
501 S. Flagler Dr, West Palm Beach, FL 33401-5909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | West Palm Beach | FL | 08/2015 | Present |
| Charles Schwab Bank, Ssb | West Palm Beach | FL | 10/2021 | Present |
| Td Ameritrade, Inc. | West Palm Beach | FL | 10/2022 | 06/2024 |
| Td Ameritrade Investment Management, Llc | West Palm Beach | FL | 10/2022 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-30 |
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