Edmund Louis Dlugensky

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

• 07/2008 → 12/2022
  Td Ameritrade
  Ft. Worth, TX
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  St. Louis, MO

Previous Registrations

• 2015-04-06 → 2022-10-14
  Td Ameritrade, Inc.
  Fort Worth, TX
  Westlake, TX
  Chicago, IL
  Fort Worth, TX
  St. Louis, MO
  St. Louis, MO
  Omaha, NE
  Westlake, TX
  St. Louis, MO
  St. Louis, MO
  Lone Tree, CO
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2015-04-04
• S63 Uniform Securities Agent State Law Examination
  2008-09-05

Other Names

• Ed Louis Dlugensky
• Edmund Louis Dlugensky
• Edmund Louis Dlugensky