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Holly Anne Marcin

Charles Schwab & Co., Inc.

Freehold, NJ

CRD 7082904

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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
NJ RA APPROVED 2021-12-07
  • NJ RA
    APPROVED
    Since 2021-12-07

Branch Locations

3425 Route 9 Suite 101, Freehold, NJ 07728-3284 • 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
Charles Schwab & Co., Inc. Freehold NJ 03/2019 Present
Abel Hr Cranbury NJ 04/2018 03/2019
Homemaker Manalapan NJ 12/1997 04/2018
  • 03/2019 → Present
    Charles Schwab & Co., Inc.
    Freehold, NJ
  • 04/2018 → 03/2019
    Abel Hr
    Cranbury, NJ
  • 12/1997 → 04/2018
    Homemaker
    Manalapan, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-06
  • S66 Uniform Combined State Law Examination
    2021-12-06
Other Names
  • Holly Marcin Demeritt

View on SEC IAPD

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