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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2016-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Nashua | NH | 07/2016 | Present |
1) Nashua Rotary West | Investment Related:No|Nonprofit Charitable Organizations|Board Member|6/17/2025|Less than 20|1|Typical board activities, including voting on how much of the club's fundraising will be used for charitable donations to community groups, how much will go to scholarships, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-16 |
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