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Charles Rex Scott

Charles Schwab & Co., Inc.

Tysons Corner, VA

Atlanta, GA

CRD 6163167

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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
GA RA APPROVED 2022-11-22
  • GA RA
    APPROVED
    Since 2022-11-22

Branch Locations

1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102-4856 • United States

Atlanta, GA • 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
Sun Trust Bank Atlanta GA 10/2015 10/2022
Suntrust Investment Services, Inc Atlanta GA 10/2015 10/2022
Suntrust Advisory Services Atlanta GA 09/2016 10/2022
Charles Schwab Premier Bank, Ssb Atlanta GA 10/2022 Present
Charles Schwab & Co., Inc. Atlanta GA 10/2022 Present
Charles Schwab Bank, Ssb Atlanta GA 12/2023 Present
  • 10/2015 → 10/2022
    Sun Trust Bank
    Atlanta, GA
  • 10/2015 → 10/2022
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2016 → 10/2022
    Suntrust Advisory Services
    Atlanta, GA
  • 10/2022 → Present
    Charles Schwab Premier Bank, Ssb
    Atlanta, GA
  • 10/2022 → Present
    Charles Schwab & Co., Inc.
    Atlanta, GA
  • 12/2023 → Present
    Charles Schwab Bank, Ssb
    Atlanta, GA
Previous Registrations
  • 2016-09-20 → 2022-10-11
    Truist Advisory Services, Inc.
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
  • 2015-12-03 → 2016-12-31
    Truist Investment Services, Inc.
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
  • 2015-01-02 → 2015-10-06
    Msi Financial Services, Inc.
    Atlanta, GA
  • 2013-09-12 → 2015-01-02
    New England Securities
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-29
  • S66 Uniform Combined State Law Examination
    2013-07-29
Other Names
  • Charles Scott
  • Charlie Scott
  • Charles Rex Scott

View on SEC IAPD

Nearby Firms

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Nearby Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH

Nearby Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA

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