Best Investors Account Sign in

Sarah Elizabeth Stanley

Charles Schwab & Co., Inc.

Pittsburgh, PA

CRD 7443852

Claim This Profile
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 2024-08-27
FL RA APPROVED 2023-02-13
TX RA APPROVED 2022-05-05
  • PA RA
    APPROVED
    Since 2024-08-27
  • FL RA
    APPROVED
    Since 2023-02-13
  • TX RA
    APPROVED
    Since 2022-05-05

Branch Locations

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. Pittsburgh PA 09/2021 Present
Bny Mellon Pittsburgh PA 06/2019 08/2019
The Ohio State University Columbus OH 08/2016 05/2021
Unemployed Venetia PA 05/2021 09/2021
Charles Schwab Bank, Ssb Pittsburgh PA 10/2022 Present
Td Ameritrade Inc. Winter Park FL 05/2023 06/2024
  • 09/2021 → Present
    Charles Schwab & Co., Inc.
    Pittsburgh, PA
  • 06/2019 → 08/2019
    Bny Mellon
    Pittsburgh, PA
  • 08/2016 → 05/2021
    The Ohio State University
    Columbus, OH
  • 05/2021 → 09/2021
    Unemployed
    Venetia, PA
  • 10/2022 → Present
    Charles Schwab Bank, Ssb
    Pittsburgh, PA
  • 05/2023 → 06/2024
    Td Ameritrade Inc.
    Winter Park, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-21
  • S66 Uniform Combined State Law Examination
    2022-03-21
Other Names
  • Sarah Stanley
  • Sarah E. Stanley
  • Sarah Elizabeth Stanley

View on SEC IAPD

More in Pittsburgh, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor