Andrew Hudson

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

• 04/2010 → 12/2018
  Charles Schwab
  Richfield, OH
• 12/2018 → 01/2019
  Charles Schwab Bank
  Richfield, OH
• 01/2019 → 04/2023
  Charles Schwab & Co., Inc.
  Richfield, OH
• 04/2023 → 02/2026
  Morningstar Investment Management Llc
  Chicago, IL
• 03/2026 → Present
  Charles Schwab & Co., Inc
  Richfield, OH

Previous Registrations

• 2023-10-12 → 2026-03-16
  Morningstar Investment Management Llc
  Chicago, IL
  Silverlake, OH
• 2011-05-23 → 2023-04-17
  Charles Schwab & Co., Inc.
  Richfield, OH

Other Businesses

1) Core4Life | Investment Related:No||Nonprofit Charitable Organizations|co founder|2020-07-01|Less than 20|0|I started a podcast with a 3 friends about accountability in areas of fitness, motivation, charity, and having fun. We are trying to record a podcast every other week and interview a few guests on how they balance work and life as well as giving back to the community. we have also sponsored trips to do mission work, 2) cuyahoga valley christan academy | Investment Related:No||Education|Football game anouncer assistan|2017-09-01|Less than 20|0|help announce the highschool football games on the home games each year.

Exams

• S66 Uniform Combined State Law Examination
  2011-05-19

Other Names

• Andrew Martin Hudson