Kylie Ann Elliott

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

• 08/2013 → Present
  Charles Schwab & Co., Inc.
  Fishers, IN
• 09/2018 → Present
  Charles Schwab Bank, Ssb
  Fishers, IN
• 12/2018 → Present
  Charles Schwab Premier Bank, Ssb
  Fishers, IN
• 12/2018 → Present
  Charles Schwab Trust Bank
  Fishers, IN

Other Businesses

1) Bug & Bramble LLC | Investment Related:No|12944 Dellinger Drive|Fishers|IN|46038|USA|Other|Owner|4/25/2022|Less than 20|0|My husband and I are looking to establish a LLC (name TBD) to house an online printing business which will fund a Halloween costume application design. We will both be owners. I will do the art work for the prints and my husband will run the logistics of the online shop (likely Etsy). The application design will be outsourced.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-17
• S63 Uniform Securities Agent State Law Examination
  2013-12-13

Other Names

• Kylie A Gunder