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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-08-15 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fedex Stryker | Plainfield | IN | 03/2022 | 10/2022 |
| Unemployed | Plainfield | IN | 01/2022 | 03/2022 |
| Ups | Plainfield | IN | 12/2021 | 01/2022 |
| E.W. Scripps | Indianapolis | IN | 03/2018 | 12/2021 |
| Pbs - Wfyi | Indianapolis | IN | 07/2017 | 03/2018 |
| Bj's Brewhouse | Fort Worth | TX | 07/2015 | 03/2018 |
| Charles Schwab & Co | Indianapolis | IN | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-09 |
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