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Charles Schwab & Co., Inc. CRD 5393
955,800 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Lakewood | OH | 05/2015 | 05/2023 |
| Shoreby Yacht Club | Bratenahl | OH | 05/2021 | 08/2021 |
| Flyer Consulting | Dayton | OH | 09/2021 | 12/2022 |
| University Of Dayton School Of Business | Dayton | OH | 08/2022 | 05/2023 |
| Charles Schwab & Co., Inc. | Chicago | IL | 08/2023 | Present |
| Charles Schwab Bank, Ssb | Chicago | IL | 05/2025 | Present |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 08/2023 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-17 |
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