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Avery Matthew Sriyaranya

Charles Schwab & Co., Inc.

Austin, TX

CRD 7288076

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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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-25
  • TX RA
    APPROVED
    Since 2025-06-25

Branch Locations

11800 Schwab Way, Austin, TX 78758 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Austin TX 08/2020 Present
Elliot Electric Haltrom City TX 05/2020 08/2020
Mattress Firm Fort Worth TX 05/2019 02/2020
Stephen F. Austin State University Nacogdoches TX 11/2015 06/2019
Lofts Nacogdoches Nacogdoches TX 04/2017 08/2017
Logans Road House Burleson TX 06/2016 01/2017
Unemployed Fort Worth TX 03/2020 05/2020
Charles Schwab Bank, Ssb Austin TX 07/2025 Present
  • 08/2020 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
  • 05/2020 → 08/2020
    Elliot Electric
    Haltrom City, TX
  • 05/2019 → 02/2020
    Mattress Firm
    Fort Worth, TX
  • 11/2015 → 06/2019
    Stephen F. Austin State University
    Nacogdoches, TX
  • 04/2017 → 08/2017
    Lofts Nacogdoches
    Nacogdoches, TX
  • 06/2016 → 01/2017
    Logans Road House
    Burleson, TX
  • 03/2020 → 05/2020
    Unemployed
    Fort Worth, TX
  • 07/2025 → Present
    Charles Schwab Bank, Ssb
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-09
S63 Uniform Securities Agent State Law Examination 2021-10-04
  • S66 Uniform Combined State Law Examination
    2025-06-09
  • S63 Uniform Securities Agent State Law Examination
    2021-10-04

View on SEC IAPD

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