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Colby Alexander Schmidt

Charles Schwab & Co., Inc.

Menlo Park, CA

CRD 7542608

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-01
  • CA RA
    APPROVED
    Since 2024-07-01

Branch Locations

800 El Camino Real Suite 100, Menlo Park, CA 94025-4875 • 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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Menlo Park CA 05/2023 Present
Charles Schwab Bank, Ssb Menlo Park CA 05/2023 Present
Union Jack Tucson AZ 08/2022 05/2023
Charles Schwab San Francisco CA 06/2022 08/2022
N/A Tucson AZ 08/2021 06/2022
Mod Pizza Foster City CA 11/2020 08/2021
N/A Tucson AZ 08/2020 11/2020
Lowe's Companies San Bruno CA 04/2020 08/2020
N/A Tucson AZ 08/2019 04/2020
Crystal Springs Golf Course Burlingame CA 05/2019 08/2019
The Bay Club Company Redwood City CA 06/2016 08/2019
  • 05/2023 → Present
    Charles Schwab & Co., Inc.
    Menlo Park, CA
  • 05/2023 → Present
    Charles Schwab Bank, Ssb
    Menlo Park, CA
  • 08/2022 → 05/2023
    Union Jack
    Tucson, AZ
  • 06/2022 → 08/2022
    Charles Schwab
    San Francisco, CA
  • 08/2021 → 06/2022
    N/A
    Tucson, AZ
  • 11/2020 → 08/2021
    Mod Pizza
    Foster City, CA
  • 08/2020 → 11/2020
    N/A
    Tucson, AZ
  • 04/2020 → 08/2020
    Lowe's Companies
    San Bruno, CA
  • 08/2019 → 04/2020
    N/A
    Tucson, AZ
  • 05/2019 → 08/2019
    Crystal Springs Golf Course
    Burlingame, CA
  • 06/2016 → 08/2019
    The Bay Club Company
    Redwood City, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-29
  • S66 Uniform Combined State Law Examination
    2024-06-29
Designations
  • Certified Financial Planner
Other Names
  • Colby Schmidt

View on SEC IAPD

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