Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minnetonka | MN | 05/2020 | 08/2021 |
| Bank Of America, N.A. | Minnetonka | MN | 05/2020 | 08/2021 |
| Alma | Minneapolis | MN | 02/2017 | 03/2020 |
| 526 Salon | St Paul | MN | 06/2014 | 01/2017 |
| Saint Paul Community College | Saint Paul | MN | 06/2011 | 12/2016 |
| Italian Eatery Llc | Minneapolis | MN | 12/2016 | 04/2017 |
| Bank Of America, N.A. | Minnetonka | MN | 06/2019 | 08/2019 |
| Charles Schwab & Co., Inc | Austin | TX | 04/2023 | Present |
| Slalom | Austin | TX | 09/2021 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-19 |
Reach out to this advisor