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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-26 |
Branch Locations
6550 South Big Cottonwood Canyon Rd, Cottonwood Heights, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Boise | ID | 03/2016 | 06/2020 |
| Crane Creek Country Club | Boise | ID | 07/2020 | 08/2022 |
| Full Time Education | Salt Lake City | UT | 09/2022 | 02/2023 |
| Perenne Lawn Care & Landscaping Llc | Salt Lake City | UT | 03/2023 | 04/2024 |
| Exyte Us, Inc. | Boise | ID | 05/2024 | 08/2024 |
| Chipotle Mexican Grill | Salt Lake City | UT | 08/2024 | 11/2024 |
| Mountain America Credit Union | Salt Lake City | UT | 11/2024 | 11/2025 |
| Full Time Education | Salt Lake City | UT | 11/2025 | 02/2026 |
| Charles Schwab & Co., Inc | Holladay | UT | 02/2026 | Present |
| Charles Schwab Bank | Holladay | UT | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-21 |
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