Stewart B Taber

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

• 01/2021 → 11/2021
  Nylife Securities Llc
  San Antonio, TX
• 08/2020 → 11/2021
  New York Life Insurance Co.
  San Antonio, TX
• 10/2019 → 10/2020
  Orangetheory Fitness
  San Antonio, TX
• 08/2019 → 11/2019
  Unemployed
  San Antonio, TX
• 05/2015 → 08/2019
  Country Club Of Colorado
  Colorado Springs, CO
• 11/2021 → Present
  Charles Schwab & Co., Inc.
  Austin, TX
• 10/2025 → Present
  Charles Schwab Bank, Ssb
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-01
• S63 Uniform Securities Agent State Law Examination
  2022-04-22

Other Names

• Stewart Brian Taber
• Stewart Taber