Grace Catherine Mcbride

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → Present
  Charles Schwab & Co., Inc.
  Orange Village, OH
• 03/2015 → 08/2019
  Mitchell's Homemade Ice Cream
  Avon, OH
• 05/2019 → 08/2019
  Turner Construction Company
  Cleveland, OH
• 12/2019 → 12/2020
  Gardiner Service Company
  Solon, OH
• 07/2020 → 08/2020
  The Mather Group
  Chicago, IL
• 12/2020 → 01/2021
  Banana Republic
  Westlake, OH
• 08/2017 → 12/2017
  Miami University
  Oxford, OH
• 01/2018 → 05/2018
  Miami University
  Oxford, OH
• 08/2018 → 12/2018
  Miami University
  Oxford, OH
• 01/2019 → 05/2019
  Miami University
  Oxford, OH
• 08/2019 → 12/2019
  Miami University
  Oxford, OH
• 01/2020 → 05/2020
  Miami University
  Oxford, OH
• 08/2020 → 12/2020
  Miami University
  Oxford, OH
• 01/2021 → 05/2021
  Miami University
  Oxford, OH
• 01/2013 → 06/2017
  Student
  Avon, OH
• 08/2022 → Present
  Charles Schwab Bank, Ssb
  Orange Village, OH

Exams

• S66 Uniform Combined State Law Examination
  2021-12-14

Designations

• Certified Financial Planner

Other Names

• Grace Mcbride