Taylor Anthony Freitas

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2023 → Present
  Charles Schwab Bank, Ssb
  Irvine, CA
• 05/2023 → Present
  Charles Schwab & Co., Inc.
  Irvine, CA
• 03/2021 → 05/2023
  Movement Mortgage Llc
  Mission Viejo, CA
• 09/2020 → 03/2021
  Loan Depot
  Tustin, CA
• 05/2019 → 12/2019
  Park & Field
  Chicago, IL
• 06/2017 → 08/2018
  Interstate Management Company
  Dana Point, CA
• 01/2013 → 05/2020
  Student
  Dana Point, CA
• 05/2020 → 08/2020
  Unemployed
  Dana Point, CA
• 05/2023 → Present
  Charles Schwab Premier Bank
  Irvine, CA

Other Businesses

1) Freitas Tutoring, LLC | Investment Related:No|1401 21st St STE R|Sacramento|CA|95811|USA|Education|Co-Beneficial Owner || Book Keeper|7/1/2025|Less than 20|0|My wife is starting a tutoring business for elementary-college students. We are establishing the LLC with both of us as 50% owners. My wife will conduct the tutoring sessions and the running of the business. I plan to limit my capacity to book keeping responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-04

Other Names

• Taylor Anthony Freitas
• Taylor Freitas