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Sedrick Mcdonald

Charles Schwab & Co., Inc.

Chicago, IL

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-08-04
  • IL RA
    APPROVED
    Since 2025-08-04

Branch Locations

150 S. Wacker Drive Suite 100, Chicago, IL 60606 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 11/2018 01/2021
Northwestern Mutual Investment Services Llc Rosemont IL 05/2019 01/2021
Ernst And Young Chicago IL 09/2017 11/2018
Fidelity Investments Covington KY 01/2021 06/2025
Purdue University Lafayette IN 06/2013 09/2017
Fidelity Investments Boston MA 03/2025 06/2025
Charles Schwab Bank, Ssb Chicago IL 06/2025 Present
Charles Schwab & Co., Inc. Chicago IL 06/2025 Present
  • 11/2018 → 01/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2019 → 01/2021
    Northwestern Mutual Investment Services Llc
    Rosemont, IL
  • 09/2017 → 11/2018
    Ernst And Young
    Chicago, IL
  • 01/2021 → 06/2025
    Fidelity Investments
    Covington, KY
  • 06/2013 → 09/2017
    Purdue University
    Lafayette, IN
  • 03/2025 → 06/2025
    Fidelity Investments
    Boston, MA
  • 06/2025 → Present
    Charles Schwab Bank, Ssb
    Chicago, IL
  • 06/2025 → Present
    Charles Schwab & Co., Inc.
    Chicago, IL
Previous Registrations
  • 2025-03-31 → 2025-06-20
    Strategic Advisers Llc
    Oak Park, IL
    Chicago, IL
    Boston, MA
  • 2021-10-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Chicago, IL
Other Businesses

Walnut Hills Capital LLC | Chicago, Illinois| collect rental income from tenants |Not Investment Related |Owner | Collect Rental income|StrtDt:05-25-18|TotHrs/mon:2|TrdHrs/mon:0|OBA-104557| OrgNmn:Depaul University |Org Addr:Chicago,Illinois,US|OBA Nature:Higher Education|Invst Rel:N|Title:Employee|Duties:Teaching CFP Classes |StrtDt:12-01-23|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-09
S63 Uniform Securities Agent State Law Examination 2020-02-08
  • S66 Uniform Combined State Law Examination
    2021-10-09
  • S63 Uniform Securities Agent State Law Examination
    2020-02-08
Designations
Other Names
  • Sedrick Mcdonald
  • Sedrick Michael Mcdonald

View on SEC IAPD

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SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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