Austin M Morrow

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 08/2017
  Jeff Ruby Carlo & Johnnys
  Cincinnati, OH
• 08/2017 → 06/2018
  Unemployed-Student
  Cincinnati, OH
• 06/2018 → 06/2021
  Desha'S American Tavern
  Cincinnati, OH
• 08/2014 → 05/2019
  Miami University
  Oxford, OH
• 10/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 10/2019 → 03/2021
  Equitable Advisors, Llc
  New York, NY
• 06/2021 → Present
  Charles Schwab & Co., Inc.
  Chicago, IL
• 03/2024 → Present
  Charles Schwab Bank, Ssb
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-05-13
• S63 Uniform Securities Agent State Law Examination
  2021-01-16

Designations

• Certified Financial Planner

Other Names

• Austin Morrow
• Austin Michael Morrow