Collin Patrick Duffy

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

• 09/2022 → Present
  Charles Schwab & Co., Inc.
  Holladay, UT
• 01/2022 → 05/2022
  Scotlynn Usa Division
  Fort Myers, FL
• 10/2021 → 06/2022
  Shrimp Dock
  Fort Myers, FL
• 09/2020 → 06/2022
  University Of Wisconsin-Milwaukee
  Milwaukee, WI
• 10/2019 → 03/2020
  Abv Social
  Wauwatosa, WI
• 11/2021 → 06/2022
  Parrot Key Caribbean Grill
  Fort Myers Beach, FL
• 08/2021 → 10/2021
  Sister Bay Marina
  Sister Bay, WI
• 06/2021 → 08/2021
  Boathouse By The Bay
  Sister Bay, WI
• 01/2021 → 05/2021
  Parrot Key Caribbean Grill
  Fort Myers Beach, FL
• 06/2020 → 09/2020
  Boathouse By The Bay
  Sister Bay, WI
• 09/2012 → 05/2019
  Student
  Fish Creek, WI
• 05/2022 → 09/2022
  Sister Bay Marina
  Sister Bay, WI
• 06/2019 → 10/2019
  Boathouse By The Bay
  Sister Bay, WI
• 06/2018 → 09/2018
  Sister Bay Scenic Boat Tours
  Sister Bay, WI
• 05/2014 → 09/2018
  Sister Bay Marina
  Sister Bay, WI
• 06/2023 → Present
  Charles Schwab Bank, Ssb
  Holladay, UT

Exams

• S66 Uniform Combined State Law Examination
  2022-12-19

Other Names

• Collin Duffy