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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
PA RA APPROVED 2025-08-29
  • PA RA
    APPROVED
    Since 2025-08-29

Branch Locations

2080 Mackenzie Way Suite 100, Cranberry Township, PA 16066 • United States

136 15Th Street, Pittsburgh, PA 15222 • 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. Lone Tree CO 06/2022 06/2023
Northwestern Mutual Denver CO 03/2021 08/2021
Meticulous Painting Llc Pittsburgh PA 06/2019 08/2019
Trax Farms Finleyville PA 01/2018 05/2018
Lilliput Play Homes Finleyville PA 05/2019 06/2019
Green Cherry Organics Fort Collins CO 07/2020 08/2020
Full Time Education Mcmurray PA 08/2012 05/2018
N/A Venetia PA 05/2018 08/2018
N/A Fort Collins CO 08/2018 05/2022
Green Cherry Organics Fort Collins CO 07/2020 08/2020
Lilliput Play Homes Finleyville PA 05/2019 06/2019
Trax Farms Finleyville PA 01/2018 05/2018
Full Time Education Fort Collins CO 08/2018 05/2019
Full Time Education Mcmurray PA 08/2016 05/2017
Unemployed Venetia PA 05/2017 08/2017
Full Time Education Mcmurray PA 08/2017 05/2018
Unemployed Venetia PA 05/2018 08/2018
Full Time Education Fort Collins CO 08/2019 05/2020
Unemployed Venetia PA 05/2020 07/2020
Full Time Education Fort Collins CO 08/2020 05/2021
Full Time Education Fort Collins CO 08/2021 05/2022
Unemployed Fort Collins CO 05/2022 06/2022
Charles Schwab Lone Tree CO 06/2023 08/2024
Charles Schwab Lone Tree CO 08/2024 03/2025
Unemployed Venetia PA 03/2025 05/2025
Charles Schwab & Co., Inc. Pittsburgh PA 05/2025 Present
Charles Schwab Bank, Ssb Pittsburgh PA 05/2025 Present
  • 06/2022 → 06/2023
    Lone Tree, CO
  • 03/2021 → 08/2021
    Northwestern Mutual
    Denver, CO
  • 06/2019 → 08/2019
    Meticulous Painting Llc
    Pittsburgh, PA
  • 01/2018 → 05/2018
    Trax Farms
    Finleyville, PA
  • 05/2019 → 06/2019
    Lilliput Play Homes
    Finleyville, PA
  • 07/2020 → 08/2020
    Green Cherry Organics
    Fort Collins, CO
  • 08/2012 → 05/2018
    Full Time Education
    Mcmurray, PA
  • 05/2018 → 08/2018
    N/A
    Venetia, PA
  • 08/2018 → 05/2022
    N/A
    Fort Collins, CO
  • 07/2020 → 08/2020
    Green Cherry Organics
    Fort Collins, CO
  • 05/2019 → 06/2019
    Lilliput Play Homes
    Finleyville, PA
  • 01/2018 → 05/2018
    Trax Farms
    Finleyville, PA
  • 08/2018 → 05/2019
    Full Time Education
    Fort Collins, CO
  • 08/2016 → 05/2017
    Full Time Education
    Mcmurray, PA
  • 05/2017 → 08/2017
    Unemployed
    Venetia, PA
  • 08/2017 → 05/2018
    Full Time Education
    Mcmurray, PA
  • 05/2018 → 08/2018
    Unemployed
    Venetia, PA
  • 08/2019 → 05/2020
    Full Time Education
    Fort Collins, CO
  • 05/2020 → 07/2020
    Unemployed
    Venetia, PA
  • 08/2020 → 05/2021
    Full Time Education
    Fort Collins, CO
  • 08/2021 → 05/2022
    Full Time Education
    Fort Collins, CO
  • 05/2022 → 06/2022
    Unemployed
    Fort Collins, CO
  • 06/2023 → 08/2024
    Charles Schwab
    Lone Tree, CO
  • 08/2024 → 03/2025
    Charles Schwab
    Lone Tree, CO
  • 03/2025 → 05/2025
    Unemployed
    Venetia, PA
  • 05/2025 → Present
    Pittsburgh, PA
  • 05/2025 → Present
    Charles Schwab Bank, Ssb
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2022-10-04
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2022-10-04
Other Names
  • Nick Merandi
  • Nicholas Merandi
  • Nicholas Christian Merandi

View on SEC IAPD

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