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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-24 |
Branch Locations
12 East Washington St, Greenville, SC 29601-2731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Greenville | SC | 01/2026 | Present |
| United Community | Travelers Rest | SC | 01/2025 | 01/2026 |
| Falling Creek Camp | Zirconia | NC | 05/2021 | 08/2024 |
| Full Time Education | Columbia | SC | 08/2020 | 12/2024 |
| Full Time Education | Taylors | SC | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
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