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Charles Fredric Reeves

Schwab Wealth Advisory, Inc.

Dallas, GA

CRD 7651136

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-12-16
  • GA RA
    APPROVED
    Since 2025-12-16

Branch Locations

Dallas, GA • 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
Charles Schwab & Co., Inc Westlake TX 12/2022 Present
Usaa Trust Services San Antonio TX 11/2014 12/2022
Schwab Wealth Advisory, Inc. Westlake TX 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-22
  • S65 Uniform Investment Adviser Law Examination
    2025-11-22
Other Names
  • Charlie Reeves
  • Charles Frederick Reeves

View on SEC IAPD

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