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Stacy Lee Asbury

Charles Schwab & Co., Inc.

Grove City, OH

Lone Tree, CO

CRD 7596196

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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
OH RA APPROVED 2025-06-03
  • OH RA
    APPROVED
    Since 2025-06-03

Branch Locations

Grove City, OH • United States

9800 Schwab Way, Lone Tree, CO 80124 • 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
Einstein Bros. Bagels Castle Rock CO 09/2021 10/2022
Hilton Columbus OH 09/2015 09/2021
Charles Schwab & Co., Inc. Groveport OH 10/2022 Present
  • 09/2021 → 10/2022
    Einstein Bros. Bagels
    Castle Rock, CO
  • 09/2015 → 09/2021
    Hilton
    Columbus, OH
  • 10/2022 → Present
    Charles Schwab & Co., Inc.
    Groveport, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-29
S63 Uniform Securities Agent State Law Examination 2023-02-07
  • S66 Uniform Combined State Law Examination
    2025-05-29
  • S63 Uniform Securities Agent State Law Examination
    2023-02-07
Other Names
  • Stacy Monacell
  • Stacy Asbury

View on SEC IAPD

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