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Edward Denis Quick

Charles Schwab & Co., Inc.

Mt Kisco, NY

CRD 7413498

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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
NY RA APPROVED 2025-12-17
  • NY RA
    APPROVED
    Since 2025-12-17

Branch Locations

77 South Moger Ave, Mt Kisco, NY 10549 • 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
Mml Investors Services, Llc Elmsford NY 08/2021 12/2025
Mass Mutual Life Insurance Company Elmsford NY 06/2021 12/2025
University At Buffalo Buffalo NY 08/2019 06/2021
Student Port Jervis NY 07/2011 07/2017
Town Of Deerpark Highway Department Huguenot NY 06/2016 01/2021
Suny Orange Community College Middletown NY 08/2017 09/2019
Charles Schwab & Co., Inc. Mt. Kisco NY 12/2025 Present
Charles Schwab Bank, Ssb Mt. Kisco NY 12/2025 Present
  • 08/2021 → 12/2025
    Elmsford, NY
  • 06/2021 → 12/2025
    Mass Mutual Life Insurance Company
    Elmsford, NY
  • 08/2019 → 06/2021
    University At Buffalo
    Buffalo, NY
  • 07/2011 → 07/2017
    Student
    Port Jervis, NY
  • 06/2016 → 01/2021
    Town Of Deerpark Highway Department
    Huguenot, NY
  • 08/2017 → 09/2019
    Suny Orange Community College
    Middletown, NY
  • 12/2025 → Present
    Mt. Kisco, NY
  • 12/2025 → Present
    Charles Schwab Bank, Ssb
    Mt. Kisco, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-08
  • S66 Uniform Combined State Law Examination
    2022-07-08
Other Names
  • Eddie Quick
  • Ed Quick
  • Edward Quick
  • Edward Denis Quick

View on SEC IAPD

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