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Zachary Andrew Coleman

Charles Schwab & Co., Inc.

Norfolk, VA

Westlake, TX

CRD 7713624

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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
VA RA APPROVED 2025-12-20
  • VA RA
    APPROVED
    Since 2025-12-20

Branch Locations

Norfolk, VA • United States

3000 Schwab Way, Westlake, TX 76262 • 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. Norfolk VA 04/2023 Present
Amazon Mechanical Turk Seattle WA 01/2016 07/2019
Dollar Tree Poquoson VA 11/2016 03/2017
Starbucks Coffee Company Yorktown VA 07/2019 01/2020
Unemployed Poquoson VA 01/2020 07/2020
Starbucks Coffee Company Yorktown VA 07/2020 06/2021
Unemployed Poquoson VA 06/2021 08/2021
Victory Family Ymca Yorktown VA 08/2021 09/2021
Unemployed Poquoson VA 09/2021 09/2021
Starbucks Coffee Company Yorktown VA 09/2021 04/2023
  • 04/2023 → Present
    Charles Schwab & Co., Inc.
    Norfolk, VA
  • 01/2016 → 07/2019
    Amazon Mechanical Turk
    Seattle, WA
  • 11/2016 → 03/2017
    Dollar Tree
    Poquoson, VA
  • 07/2019 → 01/2020
    Starbucks Coffee Company
    Yorktown, VA
  • 01/2020 → 07/2020
    Unemployed
    Poquoson, VA
  • 07/2020 → 06/2021
    Starbucks Coffee Company
    Yorktown, VA
  • 06/2021 → 08/2021
    Unemployed
    Poquoson, VA
  • 08/2021 → 09/2021
    Victory Family Ymca
    Yorktown, VA
  • 09/2021 → 09/2021
    Unemployed
    Poquoson, VA
  • 09/2021 → 04/2023
    Starbucks Coffee Company
    Yorktown, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-20
S63 Uniform Securities Agent State Law Examination 2023-08-14
  • S66 Uniform Combined State Law Examination
    2025-12-20
  • S63 Uniform Securities Agent State Law Examination
    2023-08-14

View on SEC IAPD

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