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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-09 |
| OH | RA | APPROVED | 2008-07-31 |
Branch Locations
2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States
9800 Schwab Way, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co, Inc | Pheonix | AZ | 05/2008 | Present |
| Charles Schwab Bank | Richfield | OH | 05/2008 | 05/2026 |
| City Of Fairlawn Planning Commission | Fairlawn | OH | 07/2008 | Present |
1) Salvation Army|Investment Related: No|190 S. Maple Street, Akron, OH, 44302-0549, USA|Charity|Advisory Board member|4/22/2009|Less than 20 hour/month - 0 during trading hours|Advisory Board postion to lead and guide local Salvation Army activities., 2) None|Investment Related: No|3654 Forest Oaks Drive, Fairlawn, OH, 44333, USA|Real Estate (Non-Agent/Broker)|owner|2/9/1982|Less than 20 hour/month - 0 during trading hours|I have owned 4 rental properties beginning with the first one purchased in 1982, and the other 3 subsequent to that. I have rented and managed the properties over that time period.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-30 |
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