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Scott Kassing

Charles Schwab & Co., Inc.

Austin, TX

CRD 6978381

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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 2025-10-22
  • TX RA
    APPROVED
    Since 2025-10-22

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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
Fidelity Investments Westlake TX 06/2018 02/2021
Full Time Education College Station TX 09/2014 05/2018
Fidelity Investments Westlake TX 06/2017 08/2017
The Motley Fool Alexandria VA 02/2021 04/2025
Unemployed Austin TX 05/2025 09/2025
Charles Schwab & Co, Inc Austin TX 09/2025 Present
Charles Schwab Bank, Ssb Austin TX 09/2025 Present
  • 06/2018 → 02/2021
    Fidelity Investments
    Westlake, TX
  • 09/2014 → 05/2018
    Full Time Education
    College Station, TX
  • 06/2017 → 08/2017
    Fidelity Investments
    Westlake, TX
  • 02/2021 → 04/2025
    The Motley Fool
    Alexandria, VA
  • 05/2025 → 09/2025
    Unemployed
    Austin, TX
  • 09/2025 → Present
    Charles Schwab & Co, Inc
    Austin, TX
  • 09/2025 → Present
    Charles Schwab Bank, Ssb
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-22
S63 Uniform Securities Agent State Law Examination 2023-04-08
  • S66 Uniform Combined State Law Examination
    2025-10-22
  • S63 Uniform Securities Agent State Law Examination
    2023-04-08
Other Names
  • Scott Christopher Kassing
  • Scott Kassing

View on SEC IAPD

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