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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-23 |
Branch Locations
2080 Mackenzie Way Suite 100, Cranberry Township, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer Park Campground | Somerset | PA | 05/2017 | 08/2020 |
| Somerset Area School District | Somerset | PA | 05/2018 | 08/2020 |
| Seven Springs Mountain Resort Inc. | Seven Springs | PA | 12/2020 | 01/2021 |
| Mvb Bank | Fairmont | WV | 05/2022 | 08/2022 |
| Aldi Usa | Saxonburg | PA | 05/2023 | 08/2023 |
| Aldi Usa | Saxonburg | PA | 08/2023 | 05/2024 |
| Aldi Usa | Saxonburg | PA | 05/2024 | 08/2024 |
| Full Time Education | Morgantown | WV | 08/2020 | 12/2020 |
| Full Time Education | Morgantown | WV | 08/2022 | 05/2023 |
| Unemployed | Friedens | PA | 09/2024 | 12/2024 |
| Charles Schwab & Co., Inc. | Cranberry Township | PA | 01/2025 | Present |
| Full Time Education | Somerset | PA | 04/2016 | 05/2020 |
| Full Time Education | Morgantown | WV | 01/2021 | 05/2022 |
| Charles Schwab Bank, Ssb | Cranberry Township | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-23 |
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