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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| NJ | RA | APPROVED | 2012-11-02 |
Branch Locations
318 Highway 202 North Suite 3, Flemington, NJ 08822 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Flemington | NJ | 09/2012 | Present |
1) Stella Maris Home LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner of two house rentals|7/23/2026|Less than 20|0|I have two ABNB rental properties. One is in my personal name and one is in an LLC called, Stella Maris Home. Both properties are run by property manages. I spend very little time working on properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-01 |
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