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Grace Shin Fang Meredith

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 6191128

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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
AZ RA APPROVED 2023-05-31
CA RA APPROVED 2013-08-15
  • AZ RA
    APPROVED
    Since 2023-05-31
  • CA RA
    APPROVED
    Since 2013-08-15

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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. Phoenix AZ 05/2013 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-15
  • S66 Uniform Combined State Law Examination
    2013-08-15
Other Names
  • Grace Meredith
  • Grace Shin Fang Warrick

View on SEC IAPD

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