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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-07-03 |
Branch Locations
3425 Route 9 Suite 101, Freehold, NJ 07728-3284 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2019 | 03/2021 |
| Mercer County Cc | West Windsor | NJ | 08/2012 | 12/2016 |
| Rowan University | Glassboro | NJ | 09/2017 | 05/2019 |
| Sandscapes Llc | Manasquan | NJ | 05/2017 | 08/2022 |
| Clubcorp Nv I, Llc | Princeton | NJ | 09/2016 | 11/2016 |
| Unemployed | West Windsor | NJ | 12/2016 | 05/2017 |
| N/A | Ewing | NJ | 08/2022 | 03/2023 |
| Charles Schwab & Co, Inc | Freehold | NJ | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-05 |
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