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Charles Schwab & Co., Inc. CRD 5393
955,800 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-15 |
Branch Locations
800 El Camino Real Suite 100, Menlo Park, CA 94025-4875 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Moraga | CA | 08/2016 | 05/2020 |
| David White & Associates | San Ramon | CA | 07/2020 | 07/2022 |
| Chequers Financial Management Llc | San Francisco | CA | 07/2022 | 05/2025 |
| Ieq Capital | Foster City | CA | 05/2025 | 08/2025 |
| Charles Schwab & Co., Inc | Menlo Park | CA | 01/2026 | Present |
| Unemployed | Orinda | CA | 09/2025 | 12/2025 |
| Charles Schwab Bank | Menlo Park | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-12 |
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