Aiden Ney Steinle

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

• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Austin, TX
• 10/2016 → 03/2020
  Southwestern University
  Georgetown, TX
• 10/2016 → 03/2020
  The Megaphone Student Newspaper
  Georgetown, TX
• 12/2010 → 10/2016
  Grade School/High School
  San Antonio, TX
• 03/2020 → 05/2020
  Southwestern University
  Georgetown, TX

Other Businesses

1) Posaiden Crafts | Investment Related:No|Other|Owner|8/14/2022|Less than 20|0|Self-employed selling my own crafts on a small webshop and at the occasional craft fair. I make paper craft, textile, cloth & ceramic items. , 2) Uber Eats | Investment Related:No|Restaurant/Food Services|Delivery Driver|1/9/2023|Less than 20|0|No financial services provided. I intend to deliver occasionally outside of working hours to supplement my income. , 3) Aiden Steinle Private Math Tutoring | Investment Related:No|Education|Tutor|12/1/2025|Less than 20|0|Occasional evening tutor for mathematics (high school level)

Exams

• S66 Uniform Combined State Law Examination
  2025-04-23
• S63 Uniform Securities Agent State Law Examination
  2021-05-07