Thomas Anthony Samios

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

• 09/2021 → 03/2022
  Odyssey Institute
  Buckeye, AZ
• 08/2020 → 01/2024
  Chipotle Mexican Grill
  Glendale, AZ
• 04/2020 → 08/2020
  Sonic Drive-In
  Surprise, AZ
• 09/2019 → 02/2020
  Walmart
  Peoria, AZ
• 08/2016 → 06/2020
  Full-Time Education
  Buckeye, AZ
• 03/2024 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-08-21
• S63 Uniform Securities Agent State Law Examination
  2024-07-31