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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 | 2025-05-27 |
| NY | RA | APPROVED | 2025-05-24 |
Branch Locations
60 E 42Nd St Ground Floor, New York City, NY 10165-0007 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Babysitter-Multiple Families | Long Island | NY | 03/2016 | 12/2018 |
| Orangetheory Fitness | Hewlett | NY | 01/2019 | 12/2019 |
| Axa Advisors, Llc | Melville | NY | 08/2019 | 06/2020 |
| Equitable Advisors, Llc | Melville | NY | 08/2019 | 05/2025 |
| Charles Schwab & Co, Inc | New York | NY | 05/2025 | Present |
| Charles Schwab Bank, Ssb | New York City | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
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