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Sean Edward Reid

Charles Schwab & Co., Inc.

Lawrence, MA

Chicago, IL

CRD 7446278

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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
TX RA APPROVED 2025-08-20
  • TX RA
    APPROVED
    Since 2025-08-20

Branch Locations

Lawrence, MA • United States

150 S. Wacker Drive, Chicago, IL 60606-4111 • 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
Td Ameritrade, Inc. Lawrence MA 09/2021 06/2024
Unemployed Gloucester MA 06/2020 08/2021
Aerotek Woburn MA 04/2020 05/2020
K&G Fashion Reading MA 12/2019 02/2020
K-Force Boston MA 06/2019 09/2019
Dominos Pizza Reading MA 03/2019 06/2019
Full-Time Education Bookline MA 08/2018 03/2019
99 Restaurant North Andover MA 06/2018 07/2018
Full-Time Education North Andover MA 02/2018 05/2018
Thyme Restaurant North Andover MA 11/2017 01/2018
Full-Time Education North Andover MA 07/2016 10/2017
Charles Schwab And Co., Inc. Lawrence MA 01/2024 Present
  • 09/2021 → 06/2024
    Td Ameritrade, Inc.
    Lawrence, MA
  • 06/2020 → 08/2021
    Unemployed
    Gloucester, MA
  • 04/2020 → 05/2020
    Aerotek
    Woburn, MA
  • 12/2019 → 02/2020
    K&G Fashion
    Reading, MA
  • 06/2019 → 09/2019
    K-Force
    Boston, MA
  • 03/2019 → 06/2019
    Dominos Pizza
    Reading, MA
  • 08/2018 → 03/2019
    Full-Time Education
    Bookline, MA
  • 06/2018 → 07/2018
    99 Restaurant
    North Andover, MA
  • 02/2018 → 05/2018
    Full-Time Education
    North Andover, MA
  • 11/2017 → 01/2018
    Thyme Restaurant
    North Andover, MA
  • 07/2016 → 10/2017
    Full-Time Education
    North Andover, MA
  • 01/2024 → Present
    Charles Schwab And Co., Inc.
    Lawrence, MA
Other Businesses

1) Reid Limited LLC | Investment Related:No|30 N Gould st Ste R|Sheridan|Wyoming|82801|United States |Other|Owner|12/27/2024|20-40|2|Trading my personal brokerage account

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-19
S63 Uniform Securities Agent State Law Examination 2022-01-26
  • S66 Uniform Combined State Law Examination
    2025-08-19
  • S63 Uniform Securities Agent State Law Examination
    2022-01-26
Other Names
  • Sean Reid

View on SEC IAPD

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