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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-29 |
Branch Locations
511 Park Avenue Suite 145, Orange Village, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Youngstown State Campus Recreation | Youngstown | OH | 06/2022 | 08/2022 |
| Youngstown State Campus Recreation | Youngstown | OH | 09/2022 | 06/2023 |
| Giant Eagle | Warren | OH | 12/2022 | 08/2023 |
| Youngstown State Campus Recreation | Youngstown | OH | 06/2023 | 05/2024 |
| Morgan Stanley | Canfield | OH | 01/2025 | 06/2025 |
| Unemployed | Cortland | OH | 09/2015 | 05/2022 |
| Unemployed | Cortland | OH | 06/2024 | 12/2024 |
| Charles Schwab & Co., Inc. | Orange Village | OH | 09/2025 | Present |
| Charles Schwab Bank, Ssb | Orange Village | OH | 09/2025 | Present |
| Youngstown Country Club | Youngstown | OH | 06/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-28 |
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