Addison Mae Perlmutter

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → 08/2023
  Charles Schwab
  Phoenix, AZ
• 08/2024 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 03/2020 → 06/2022
  Unemployed
  Scottsdale, AZ
• 08/2022 → 06/2023
  Unemployed
  Scottsdale, AZ
• 08/2023 → 08/2024
  Unemployed
  Scottsdale, AZ
• 01/2015 → 11/2018
  Unemployed
  Centennial, CO
• 11/2017 → 08/2020
  Adrenaline Gymnastics
  Littleton, CO
• 12/2025 → Present
  Charles Schwab Bank
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-08-26