Chris John Reedy

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  Charles Schwab & Co., Inc.
  Chicago, IL

Previous Registrations

• 2009-06-01 → 2012-10-25
  Morgan Stanley
  Geneva, IL
  Naperville, IL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Geneva, IL
• 1998-03-31 → 2007-04-02
  Morgan Stanley Dw Inc.
  Geneva, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-15
• S63 Uniform Securities Agent State Law Examination
  1994-07-01

Other Names

• Christopher John Reedy