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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-03 |
Branch Locations
150 S. Wacker Drive, Chicago, IL 60606-4111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uber | Chicago | IL | 09/2016 | 07/2017 |
| Lyft | Chicago | IL | 09/2016 | 07/2017 |
| Glacier Newspaper | Palos Hills | IL | 10/2016 | 12/2017 |
| Best Buy | Crestwood | IL | 09/2017 | 11/2019 |
| Sprint | Palos Hills | IL | 12/2019 | 08/2020 |
| Unemployed | Palos Hills | IL | 09/2020 | 12/2020 |
| Charles Schwab & Co., Inc. | Westmont | IL | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-16 |
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