Ted A Breil

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-01-02
FL	RA	APPROVED	2001-03-16

TX RA
APPROVED_RES

Since 2019-01-02
FL RA
APPROVED

Since 2001-03-16

Branch Locations

4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • United States

501 S. Flagler Dr, West Palm Beach, FL 33401-5909 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab Bank	West Palm Beach	FL	02/2005	Present
Charles Schwab & Co., Inc.	West Palm Beach	FL	04/2000	Present

02/2005 → Present

Charles Schwab Bank

West Palm Beach, FL
04/2000 → Present

Charles Schwab & Co., Inc.

West Palm Beach, FL

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-04-03

S63 Uniform Securities Agent State Law Examination

2001-04-03

Other Names

Ted Allan Breil

View on SEC IAPD

Employer firm

Current Employers

Charles Schwab & Co., Inc.

Disclosures

Employment History

Exams

Other Names

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