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Ryan Bomersback

Charles Schwab & Co., Inc.

Torrance, CA

CRD 5021521

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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 2017-06-28
  • CA RA
    APPROVED
    Since 2017-06-28

Branch Locations

21370 Hawthorne Blvd, Torrance, CA 90503 • 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
Fidelity Brokerage Services Llc Irvine CA 08/2016 05/2017
Charles Schwab & Co., Inc. Torrance CA 06/2017 Present
Charles Schwab Bank Torrance CA 06/2017 Present
Strategic Advisers, Inc. Irvine CA 08/2016 05/2017
  • 08/2016 → 05/2017
    Fidelity Brokerage Services Llc
    Irvine, CA
  • 06/2017 → Present
    Charles Schwab & Co., Inc.
    Torrance, CA
  • 06/2017 → Present
    Charles Schwab Bank
    Torrance, CA
  • 08/2016 → 05/2017
    Strategic Advisers, Inc.
    Irvine, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-06
  • S66 Uniform Combined State Law Examination
    2006-04-06
Other Names
  • Ryan T Bomersback
  • Ryan Timothy Bomersback

View on SEC IAPD

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