Patricia Susanne Giegerich

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

Authority	Category	Status	Date
OH	RA	APPROVED	2006-01-24
CA	RA	APPROVED	2006-01-11

OH RA
APPROVED

Since 2006-01-24
CA RA
APPROVED

Since 2006-01-11

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc	Richfield	OH	11/2001	Present

11/2001 → Present

Charles Schwab & Co., Inc

Richfield, OH

Other Businesses

St. Gabriel Church-Food Pantry Board|Investment Related:No|9925 Johhnycake Rideg Road;Concord;OH;44077;USA|Nonprofit Charitable Organizations|Communications/Marketing Board Member|2025-05-08|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:2|Helping the food pantry connect with other organizations in the Lake County of Ohio area to better improve services to those in need

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-05-14

S66 Uniform Combined State Law Examination

1999-05-14

Other Names

Patricia Susanne Mullally

View on SEC IAPD