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Gregory Hilbert

Charles Schwab & Co., Inc.

Westlake, TX

CRD 5839558

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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
TX RA APPROVED 2026-05-12
  • TX RA
    APPROVED
    Since 2026-05-12

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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 Westlake TX 08/2010 04/2026
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2023
Charles Schwab & Co., Inc. Westlake TX 05/2026 Present
  • 08/2010 → 04/2026
    Fidelity
    Westlake, TX
  • 07/2018 → 08/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 05/2026 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Previous Registrations
  • 2018-07-13 → 2025-01-27
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Westlake, TX
    Trophy Club, TX
  • 2011-06-10 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-09
S63 Uniform Securities Agent State Law Examination 2010-11-12
  • S66 Uniform Combined State Law Examination
    2011-06-09
  • S63 Uniform Securities Agent State Law Examination
    2010-11-12
Designations
  • Certified Financial Planner
Other Names
  • Gregory S Hilbert
  • Gregory Scott Hilbert

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES

Nearby Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD

Nearby Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX

More in Westlake, TX

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