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Benjamin Friedberg

Charles Schwab & Co., Inc.

Cottonwood Heights, UT

CRD 7625058

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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
UT RA APPROVED 2025-10-14
  • UT RA
    APPROVED
    Since 2025-10-14

Branch Locations

6550 South Big Cottonwood Canyon Rd, Cottonwood Heights, UT 84121 • 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
Priority1 Columbus OH 04/2024 10/2024
Topgolf Columbus OH 08/2023 04/2024
Lindey's Restaurant Columbus OH 05/2022 06/2023
Northwestern Mutual Columbus OH 08/2022 12/2022
Texas Roadhouse Cincinnati OH 01/2016 09/2021
Charles Schwab & Co., Inc. Cottonwood Heights UT 10/2024 Present
Full Time Education Columbus OH 09/2021 05/2022
Charles Schwab Bank, Ssb Holladay UT 10/2024 Present
  • 04/2024 → 10/2024
    Priority1
    Columbus, OH
  • 08/2023 → 04/2024
    Topgolf
    Columbus, OH
  • 05/2022 → 06/2023
    Lindey's Restaurant
    Columbus, OH
  • 08/2022 → 12/2022
    Northwestern Mutual
    Columbus, OH
  • 01/2016 → 09/2021
    Texas Roadhouse
    Cincinnati, OH
  • 10/2024 → Present
    Charles Schwab & Co., Inc.
    Cottonwood Heights, UT
  • 09/2021 → 05/2022
    Full Time Education
    Columbus, OH
  • 10/2024 → Present
    Charles Schwab Bank, Ssb
    Holladay, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-13
  • S66 Uniform Combined State Law Examination
    2025-10-13
Other Names
  • Benjamin J Friedberg

View on SEC IAPD

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