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Cassady Frey

Charles Schwab & Co., Inc.

Austin, TX

CRD 8041210

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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
TX RA APPROVED 2026-05-08
  • TX RA
    APPROVED
    Since 2026-05-08

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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
City Of Arlington Arlington TX 04/2018 09/2018
City Of Arlington Arlington TX 04/2019 09/2019
City Of Arlington Arlington TX 04/2020 09/2020
Full Time Education College Station TX 09/2020 05/2024
City Of Arlington Arlington TX 04/2021 09/2021
City Of Arlington Arlington TX 04/2022 09/2022
City Of Arlington Arlington TX 04/2023 08/2023
49 Financial Austin TX 07/2024 11/2025
Unemployed Arlington TX 01/2015 08/2020
Charles Schwab & Co., Inc. Austin TX 03/2026 Present
Unemployed Arlington TX 11/2025 03/2026
  • 04/2018 → 09/2018
    City Of Arlington
    Arlington, TX
  • 04/2019 → 09/2019
    City Of Arlington
    Arlington, TX
  • 04/2020 → 09/2020
    City Of Arlington
    Arlington, TX
  • 09/2020 → 05/2024
    Full Time Education
    College Station, TX
  • 04/2021 → 09/2021
    City Of Arlington
    Arlington, TX
  • 04/2022 → 09/2022
    City Of Arlington
    Arlington, TX
  • 04/2023 → 08/2023
    City Of Arlington
    Arlington, TX
  • 07/2024 → 11/2025
    49 Financial
    Austin, TX
  • 01/2015 → 08/2020
    Unemployed
    Arlington, TX
  • 03/2026 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
  • 11/2025 → 03/2026
    Unemployed
    Arlington, TX
Previous Registrations
  • 2025-09-19 → 2026-03-12
    49 Financial
    Austin, TX
    Austin, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-07-16
S65 Uniform Investment Adviser Law Examination 2025-09-19
  • S63 Uniform Securities Agent State Law Examination
    2026-07-16
  • S65 Uniform Investment Adviser Law Examination
    2025-09-19
Other Names
  • Cassady Frey
  • Cassady R Frey

View on SEC IAPD

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