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Benjamin Nathaniel Charney

Charles Schwab & Co., Inc.

Santa Monica, CA

Encino, CA

CRD 7440831

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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
CA RA APPROVED 2023-02-07
  • CA RA
    APPROVED
    Since 2023-02-07

Branch Locations

826 Wilshire Blvd., Santa Monica, CA 90401-1810 • United States

16000 Ventura Boulevard Suite 102 & 1105, Encino, CA 91436 • 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. Santa Monica CA 09/2021 Present
Fortress Talent Management Calabasas CA 05/2015 08/2021
Charles Schwab Bank, Ssb Santa Monica CA 10/2022 Present
  • 09/2021 → Present
    Charles Schwab & Co., Inc.
    Santa Monica, CA
  • 05/2015 → 08/2021
    Fortress Talent Management
    Calabasas, CA
  • 10/2022 → Present
    Charles Schwab Bank, Ssb
    Santa Monica, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-25
  • S66 Uniform Combined State Law Examination
    2022-03-25
Other Names
  • Benjamin Charney

View on SEC IAPD

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