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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2024-04-24 |
| TX | RA | APPROVED | 2021-12-15 |
Branch Locations
11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bellevue | WA | 06/2021 | Present |
| Amtrust Financial Monterey | Monterey | CA | 06/2014 | 02/2018 |
| Ernst & Young Llp | Las Vegas | NV | 06/2018 | 08/2018 |
| Ernst & Young Llp | Las Vegas | NV | 09/2019 | 05/2021 |
| N/A | Las Vegas | NV | 08/2018 | 09/2019 |
| N/A | Las Vegas | NV | 02/2018 | 06/2018 |
| Charles Schwab Bank, Ssb | Bellevue | WA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-14 |
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