Best Investors Account Sign in

Samantha Lyn Maher

Charles Schwab & Co., Inc.

Lone Tree, CO

Raymond, NH

CRD 6173898

Claim This Profile
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
NH RA APPROVED 2025-07-18
  • NH RA
    APPROVED
    Since 2025-07-18

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Raymond, NH • 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
Charles Schwab & Co., Inc. Raymond NH 06/2015 Present
Charles Schwab Bank Chicago IL 06/2015 05/2019
Schwab Wealth Advisory, Inc. Raymond NH 05/2019 07/2025
Previous Registrations
Other Businesses

1) Hygge Wax | Investment Related:No|Retail|Owner|6/1/2018|Less than 20|0|Order Supplies, Produce Candles, Market Products, Bookkeeping, Ship Orders

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-04
S63 Uniform Securities Agent State Law Examination 2013-06-03
  • S66 Uniform Combined State Law Examination
    2013-11-04
  • S63 Uniform Securities Agent State Law Examination
    2013-06-03
Other Names
  • Samantha Lyn Mcgraw
  • Samantha Maher

View on SEC IAPD

More in Lone Tree, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor