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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-08 |
Branch Locations
155 Route 17, Paramus, NJ 07652-2903 • United States
66 The Promenade, Edgewater, NJ 07020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Paramus | NJ | 03/2022 | 02/2024 |
| Pompilios Pizzeria | Westwood | NJ | 05/2017 | 08/2020 |
| Stryde Management | East Brunswick | NJ | 01/2022 | 01/2022 |
| The Prudential Insurance Company Of America | Paramus | NJ | 12/2022 | 02/2024 |
| Jpmorgan Chase Bank, N.A. | Hoboken | NJ | 02/2024 | 07/2024 |
| J.P. Morgan Securities Llc | Hoboken | NJ | 02/2024 | 07/2024 |
| Unemployed | Emerson | NJ | 02/2014 | 04/2017 |
| Unemployed | Emerson | NJ | 09/2020 | 12/2021 |
| Unemployed | Emerson | NJ | 02/2022 | 02/2022 |
| Charles Schwab & Co. | Paramus | NJ | 07/2024 | Present |
| Charles Schwab Bank | Paramus | NJ | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
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