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Ashley Matty Bosquez

Charles Schwab & Co., Inc.

Salem, MA

Westlake, TX

CRD 7168796

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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
MD RA APPROVED 2024-07-31
  • MD RA
    APPROVED
    Since 2024-07-31

Branch Locations

Salem, MA • United States

3000 Schwab Way, Westlake, TX 76262 • 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. Tysons Corner VA 08/2019 Present
Miramont Country Club Bryan TX 06/2018 04/2019
Ann Taylor Factory Cypress TX 06/2017 02/2018
Student College Station TX 08/2016 06/2017
Student College Station TX 04/2019 08/2019
Student College Station TX 02/2018 06/2018
Charles Schwab Bank, Ssb Tysons Corner VA 05/2021 09/2022
  • 08/2019 → Present
    Charles Schwab & Co., Inc.
    Tysons Corner, VA
  • 06/2018 → 04/2019
    Miramont Country Club
    Bryan, TX
  • 06/2017 → 02/2018
    Ann Taylor Factory
    Cypress, TX
  • 08/2016 → 06/2017
    Student
    College Station, TX
  • 04/2019 → 08/2019
    Student
    College Station, TX
  • 02/2018 → 06/2018
    Student
    College Station, TX
  • 05/2021 → 09/2022
    Charles Schwab Bank, Ssb
    Tysons Corner, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-22
  • S66 Uniform Combined State Law Examination
    2020-05-22

View on SEC IAPD

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