Samuel Herbert Lourie

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

• 09/2018 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2015 → 08/2018
  Cufi - Christians United For Israel
  San Antonio, TX
• 07/2022 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Other Businesses

1) The Downing Street Foundation | Investment Related:No|3680 S Downing St|Englewood|CO|80113|USA|Nonprofit Charitable Organizations|Member of the Board of Directors|5/13/2025|Less than 20|0|Help on various committees as needed. The board has a by-laws committee, finance committee, property committee, personnel committee, innovation committee, event planning committee, ministry partnership committee and several other similar committees. I would help with the by-laws in finding legal assistance for updating the by-laws through other non-profit contacts I have in volunteer work I have done.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-24
• S63 Uniform Securities Agent State Law Examination
  2019-03-18