Samuel Keith Shreve

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

• 02/2016 → 05/2020
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 02/2016 → 05/2020
  Usaa Financial Planning Services
  San Antonio, TX
• 11/2015 → 12/2018
  The Doseum
  San Antonio, TX
• 04/2016 → 12/2018
  The Marcsmen
  San Antonio, TX
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 05/2020 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2017-01-17 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX

Other Businesses

No business name |Investment Related:No|Real Estate (Non-Agent/Broker)|No job title |2024-12-16|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Cleaning rental, messaging renters, fixing broken household items, coordinating contractors

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-10
• S63 Uniform Securities Agent State Law Examination
  2016-04-18

Designations

• Certified Financial Planner

Other Names

• Sam K Shreve
• Sam K Shreve