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Mary Kelleher

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 7655782

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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
AZ RA APPROVED 2025-11-25
  • AZ RA
    APPROVED
    Since 2025-11-25

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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. Phoenix AZ 01/2023 Present
Unemployed Phoenix AZ 12/2022 01/2023
Mga Business Consulting Phoenix AZ 05/2019 06/2019
Full-Time Education Phoenix AZ 08/2017 05/2019
Freedom Mortgage Tempe AZ 07/2017 12/2022
Unemployed Phoenix AZ 06/2017 07/2017
Starbucks Chicago IL 02/2016 08/2017
  • 01/2023 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 12/2022 → 01/2023
    Unemployed
    Phoenix, AZ
  • 05/2019 → 06/2019
    Mga Business Consulting
    Phoenix, AZ
  • 08/2017 → 05/2019
    Full-Time Education
    Phoenix, AZ
  • 07/2017 → 12/2022
    Freedom Mortgage
    Tempe, AZ
  • 06/2017 → 07/2017
    Unemployed
    Phoenix, AZ
  • 02/2016 → 08/2017
    Starbucks
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
S63 Uniform Securities Agent State Law Examination 2023-04-24
  • S66 Uniform Combined State Law Examination
    2025-11-21
  • S63 Uniform Securities Agent State Law Examination
    2023-04-24

View on SEC IAPD

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Nearby Investors

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Nearby Offices

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

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