Athena Cristina Yost

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 06/2022
  Fidelity Brokerage Services Llc
  Bethesda, MD
• 07/2018 → 06/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 07/2022 → Present
  Charles Schwab & Co., Inc
  San Francisco, CA

Previous Registrations

• 2018-07-13 → 2022-06-20
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-10-27 → 2018-07-13
  Strategic Advisers Llc
  Bethesda, MD
• 2010-05-10 → 2015-08-06
  Blackrock Fund Advisors
  San Francisco, CA
  San Francisco, CA
• 2009-06-01 → 2010-04-29
  Morgan Stanley
  San Francisco, CA
• 2008-09-30 → 2009-06-01
  Citigroup Global Markets Inc.
  San Francisco, CA
• 2007-10-18 → 2008-09-22
  Morgan Stanley & Co. Llc
  Oakland, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-17
• S63 Uniform Securities Agent State Law Examination
  2006-09-25

Other Names

• Athena Cristina Papazekos
• Athena Cristina Yost