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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-12 |
| PA | RA | APPROVED | 2021-08-30 |
Branch Locations
2080 Mackenzie Way Suite 100, Cranberry Township, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper St. Clair | PA | 05/2019 | 01/2020 |
| Pnc Bank, Na | Upper St Clair | PA | 01/2018 | 05/2019 |
| Unemployed | Bethel Park | PA | 12/2000 | 01/2018 |
| Bank Of America, N.A. | Upper St. Clair | PA | 05/2019 | 01/2020 |
| Jpmorgan Chase Bank, N.A. | Pittsburgh | PA | 01/2020 | 08/2021 |
| Jp Morgan Securities Llc | Pittsburgh | PA | 01/2020 | 08/2021 |
| Charles Schwab & Co., Inc | Cranberry Township | PA | 08/2021 | Present |
| Charles Schwab Bank, Ssb | Cranberry Township | PA | 08/2021 | Present |
| Td Ameritrade Inc. | Cranberry Township | PA | 06/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-09 |
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