Samuel Ryan Blalock

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

• 06/2024 → 08/2024
  Fidelity Investments
  Westlake, TX
• 09/2023 → 04/2024
  Team Financial Strategies
  Abilene, TX
• 11/2021 → 09/2023
  Acu College Of Business Administration
  Abilene, TX
• 12/2020 → 09/2023
  Oak Hills Country Club
  San Antonio, TX
• 05/2019 → 09/2019
  Lifetime Fitness
  San Antonio, TX
• 08/2013 → 05/2019
  N/A
  San Antonio, TX
• 09/2024 → Present
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 09/2019 → 12/2020
  N/A
  San Antonio, TX
• 03/2025 → Present
  Charles Schwab Bank, Ssb
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-21
• S63 Uniform Securities Agent State Law Examination
  2024-04-04

Other Names

• Samuel Blalock
• Sam Blalock