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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Hermes Inc | Pittsburgh | PA | 06/2025 | 04/2026 |
| Federated Securities Corp | Pittsburgh | PA | 06/2025 | 04/2026 |
| True Lacrosse | Sewickely | PA | 06/2022 | 04/2026 |
| Presbyterian Senior Care | Oakmont | PA | 05/2021 | 05/2025 |
| Aspirations Marketing | Pittsburgh | PA | 06/2024 | 08/2024 |
| Dandelion Consultores | Valencia | 06/2023 | 07/2023 | |
| Dairy Queen Grill & Chill | New Kensington | PA | 07/2019 | 12/2020 |
| Young Men & Women's Hebrew Association | Pittsburgh | PA | 06/2020 | 07/2020 |
| Pitt Sports Camps | Pittsburgh | PA | 06/2021 | 06/2024 |
| N/A | Pittsburgh | PA | 08/2016 | 06/2020 |
| N/A | Pittsburgh | PA | 08/2020 | 05/2025 |
| Federated Investment Counseling | Pittsburgh | PA | 12/2025 | 04/2026 |
| Mdt Advisers, A Division Of Federated Mdta Llc | Pittsburgh | PA | 12/2025 | 04/2026 |
| Federated Global Investment Management Corp | Pittsburgh | PA | 12/2025 | 04/2026 |
| Charles Schwab & Co., Inc. | Schaumburg | IL | 05/2026 | Present |
| Charles Schwab Bank, Ssb | Schaumburg | IL | 05/2026 | Present |
1) Second City Lacrosse Club | Investment Related:No|240 N Eric Dr|Palatine |IL|60067|United States|Sports/Physical Recreation|Coach|6/9/2026|Less than 20|0|I will be coaching a girls lacrosse team with ages 15-16
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-05 |
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