Steven Wilder

Charles Schwab & Co., Inc.

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Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-01

TX RA
APPROVED

Since 2025-04-01

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Coppell, TX • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Minneapolis	MN	11/2015	11/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Frisco	TX	11/2019	03/2025
Charles Schwab & Co., Inc.	Westlake	TX	03/2025	Present

11/2015 → 11/2019

Ameriprise Financial Services, Inc.

Minneapolis, MN
11/2019 → 03/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frisco, TX
03/2025 → Present

Charles Schwab & Co., Inc.

Westlake, TX

Previous Registrations

2019-12-23 → 2025-03-27

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stamford, CT

Manchester, NH

Manchester, NH

New York, NY

New Haven, CT

Frisco, TX

Austin, TX

Houston, TX

Farmington Hills, MI

Coppell, TX
2015-12-15 → 2019-11-05

Ameriprise Financial Services, Llc

Portsmouth, NH
2012-02-28 → 2015-11-16

1St Global Advisors Inc

Dallas, TX
2009-02-17 → 2012-02-27

Trinity Investment Management, Llc

Fort Worth, TX
2006-09-25 → 2008-12-22

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX

Southlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-09-22

S66 Uniform Combined State Law Examination

2006-09-22

Other Names

Steve Wilder
Steven Joseph Wilder

View on SEC IAPD

Other Firms

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FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

ADVISOR RESOURCE COUNCIL

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS

VICTOR MURDAUGH WHITE

JACOB BRANDON KINNARD

MICHAEL D FRANTZ

BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX

STRATEGIC ADVISERS LLC · WESTLAKE, TX

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX

EDWARD JONES · Westlake, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX

LPL FINANCIAL LLC · TROPHY CLUB, TX

ADVISOR RESOURCE COUNCIL · Trophy Club, TX

EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

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