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Alex Nicholas Corbet Preisser

Charles Schwab & Co., Inc.

Sunnyvale, CA

CRD 7989891

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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
CA RA APPROVED 2025-03-21
  • CA RA
    APPROVED
    Since 2025-03-21

Branch Locations

438 East El Camino Real, Sunnyvale, CA 94087-1938 • 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
Department Of The Air Force Washington DC 06/2017 10/2022
Outdoor Rec Ramstein Ramstein Air Base 11/2022 08/2024
Full Time Education Arlington TX 08/2012 06/2017
Charles Schwab & Co., Inc. Sunnyvale CA 10/2024 Present
Charles Schwab Bank Sunnyvale CA 10/2024 Present
  • 06/2017 → 10/2022
    Department Of The Air Force
    Washington, DC
  • 11/2022 → 08/2024
    Outdoor Rec Ramstein
    Ramstein Air Base
  • 08/2012 → 06/2017
    Full Time Education
    Arlington, TX
  • 10/2024 → Present
    Sunnyvale, CA
  • 10/2024 → Present
    Charles Schwab Bank
    Sunnyvale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-21
  • S66 Uniform Combined State Law Examination
    2025-03-21
Other Names
  • Alex Nicholas Corbet Preisser

View on SEC IAPD

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