Clayton T Witt

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

• 11/2013 → Present
  Charles Schwab & Co., Inc
  Indianapolis, IN
• 01/2022 → 05/2024
  Schwab Private Client Investment Advisory, Inc.
  Indianapolis, IN

Previous Registrations

• 2022-01-27 → 2024-07-10
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN
• 2019-03-22 → 2019-11-26
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Other Businesses

Riparian Retreat Stables LLC, Investment-Related, 5566 South 200 East Anderson, Indiana 46017, Race Horse Investing, Partner in LLC, 12/06/2018, Varies, No hours during securities trading hours, Participating as a member and partial owner of the LLC, owned only along with immediate family members, organized with the intention of partial ownership of race horses.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-22
• S63 Uniform Securities Agent State Law Examination
  2014-02-13

Other Names

• Clayton Turner Witt