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Mckayla Rai Stutz

Charles Schwab & Co., Inc.

Kansas City, MO

CRD 6830515

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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
MO RA APPROVED 2025-04-30
KS RA APPROVED 2025-01-27
  • MO RA
    APPROVED
    Since 2025-04-30
  • KS RA
    APPROVED
    Since 2025-01-27

Branch Locations

700 W. 47Th Street Suite 110, Kansas City, MO 64112-1805 • 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
Charles Schwab & Co., Inc. Kansas City MO 07/2017 Present
Landry's Seafood House Englewood CO 12/2016 05/2017
Universidad De Belgrano Buenos Aires 07/2016 11/2016
Charles Schwab Bank, Ssb Kansas City MO 10/2018 Present
  • 07/2017 → Present
    Kansas City, MO
  • 12/2016 → 05/2017
    Landry's Seafood House
    Englewood, CO
  • 07/2016 → 11/2016
    Universidad De Belgrano
    Buenos Aires
  • 10/2018 → Present
    Charles Schwab Bank, Ssb
    Kansas City, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-20
  • S66 Uniform Combined State Law Examination
    2017-11-20
Other Names
  • Mckayla Stutz

View on SEC IAPD

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