Lillian Schnabel

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-05-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	The Woodlands	TX	10/2015	04/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Woodlands	TX	06/2018	02/2023
Bank Of America, N.A.	Woodlands	TX	06/2018	02/2023
Umuc	Adelphi	MD	07/2014	08/2017
Fidelity Investments Llc	Clearwater	FL	02/2023	03/2025
Fidelity Investments	Boston	MA	03/2025	04/2025
Charles Schwab & Co., Inc.	Clearwater	FL	05/2025	Present
Charles Schwab Bank, Ssb	Clearwater	FL	05/2025	Present

10/2015 → 04/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

The Woodlands, TX
06/2018 → 02/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Woodlands, TX
06/2018 → 02/2023

Bank Of America, N.A.

Woodlands, TX
07/2014 → 08/2017

Umuc

Adelphi, MD
02/2023 → 03/2025

Fidelity Investments Llc

Clearwater, FL
03/2025 → 04/2025

Fidelity Investments

Boston, MA
05/2025 → Present

Charles Schwab & Co., Inc.

Clearwater, FL
05/2025 → Present

Charles Schwab Bank, Ssb

Clearwater, FL

2025-03-31 → 2025-04-10

Strategic Advisers Llc

Boston, MA
2023-04-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Clearwater, FL
2018-06-18 → 2023-02-21

Merrill Lynch, Pierce, Fenner & Smith Incorporated

The Woodlands, TX

New Caney, TX

The Woodlands, TX

Saint Petersburg, FL

Saint Petersburg, FL

Tomball, TX

Orlando, FL

Saint Petersburg, FL

Saint Petersburg, FL

Clearwater, FL
2016-11-21 → 2018-04-27

Merrill Lynch, Pierce, Fenner & Smith Incorporated

The Woodlands, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-11-18

Other Firms