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Charles Schwab & Co., Inc. CRD 5393
955,800 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-04 |
Branch Locations
2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States
Carlsbad, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starbucks | San Diego | CA | 08/2016 | 02/2021 |
| The Cork & Craft Abnormal Brewery | San Diego | CA | 07/2020 | 11/2020 |
| Neubloc | San Diego | CA | 06/2021 | 11/2023 |
| Karl Strauss Brewing Company | San Diego | CA | 07/2020 | 04/2024 |
| Charles Schwab & Co Inc | Westlake | TX | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-13 |
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