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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | New York City | NY | 08/2020 | Present |
| Ahrc Nyc | New York | NY | 05/2019 | 08/2019 |
| Independently Contracted By Mpc | Livingston | NJ | 12/2019 | 01/2020 |
| Primo Painting Incorporated | Staten Island | NY | 01/2016 | 05/2018 |
| Frank's Pizza And Italian Ristorante | Laeowood | NJ | 05/2018 | 08/2018 |
| N/A | Binghamton | NY | 01/2020 | 05/2020 |
| N/A | Binghamton | NY | 08/2019 | 12/2019 |
| N/A | Binghamton | NY | 08/2018 | 05/2019 |
| N/A | Binghamton | NY | 08/2017 | 05/2018 |
| Charles Schwab Bank, Ssb | New York City | NY | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-29 |
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