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Erik Gunnar Galsgaard

Charles Schwab & Co., Inc.

Menlo Park, CA

CRD 8157828

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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 2025-12-26
  • CA RA
    APPROVED
    Since 2025-12-26

Branch Locations

800 El Camino Real Suite 100, Menlo Park, CA 94025-4875 • 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
Unemployed Los Altos CA 09/2025 09/2025
Walgreens Los Altos CA 06/2022 09/2025
Unemployed Los Altos CA 09/2015 05/2022
Equitable Advisors, Llc New York NY 09/2025 11/2025
Charles Schwab & Co., Inc. Menlo Park CA 12/2025 Present
Charles Schwab Bank Menlo Park CA 12/2025 Present
  • 09/2025 → 09/2025
    Unemployed
    Los Altos, CA
  • 06/2022 → 09/2025
    Walgreens
    Los Altos, CA
  • 09/2015 → 05/2022
    Unemployed
    Los Altos, CA
  • 09/2025 → 11/2025
    Equitable Advisors, Llc
    New York, NY
  • 12/2025 → Present
    Charles Schwab & Co., Inc.
    Menlo Park, CA
  • 12/2025 → Present
    Charles Schwab Bank
    Menlo Park, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-18
  • S66 Uniform Combined State Law Examination
    2025-08-18
Other Names
  • Erik Galsgaard

View on SEC IAPD

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