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Anes Halilich

Charles Schwab & Co., Inc.

Chicago, IL

CRD 7813080

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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
IL RA APPROVED 2024-08-21
  • IL RA
    APPROVED
    Since 2024-08-21

Branch Locations

150 S. Wacker Drive, Chicago, IL 60606-4111 • 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
Equitable Advisors Llc New York NY 09/2023 07/2024
Full Time Education Chicago IL 05/2015 03/2019
Goldfish Swim School Chicago IL 03/2019 09/2019
Full Time Education Champaign IL 08/2019 05/2023
Home Depot Chicago IL 06/2020 08/2020
Crunch Fitness Champaign IL 04/2022 05/2023
Unemployed Chicago IL 06/2023 08/2023
Charles Schwab & Co., Inc. Chicago IL 07/2024 Present
  • 09/2023 → 07/2024
    Equitable Advisors Llc
    New York, NY
  • 05/2015 → 03/2019
    Full Time Education
    Chicago, IL
  • 03/2019 → 09/2019
    Goldfish Swim School
    Chicago, IL
  • 08/2019 → 05/2023
    Full Time Education
    Champaign, IL
  • 06/2020 → 08/2020
    Home Depot
    Chicago, IL
  • 04/2022 → 05/2023
    Crunch Fitness
    Champaign, IL
  • 06/2023 → 08/2023
    Unemployed
    Chicago, IL
  • 07/2024 → Present
    Charles Schwab & Co., Inc.
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-23
  • S66 Uniform Combined State Law Examination
    2024-01-23

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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