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Rachel Anne Stevens

Charles Schwab & Co., Inc.

Chicago, IL

CRD 7734523

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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
IL RA APPROVED 2025-07-23
  • IL RA
    APPROVED
    Since 2025-07-23

Branch Locations

430 N Michigan Ave, Chicago, IL 60611-4011 • 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
Indiana University Indianapolis IN 03/2021 08/2023
Onboard Indianapolis IN 06/2022 08/2022
St. Barnabas Parish Chicago IL 08/2018 07/2020
Full Time Education Chicago IL 08/2016 05/2020
Charles Schwab & Co., Inc. Chicago IL 06/2024 Present
Charles Schwab & Co., Inc. Indianapolis IN 06/2023 06/2024
Full Time Education Indianapolis IN 08/2020 05/2024
Charles Schwab Bank, Ssb Chicago IL 06/2024 Present
  • 03/2021 → 08/2023
    Indiana University
    Indianapolis, IN
  • 06/2022 → 08/2022
    Onboard
    Indianapolis, IN
  • 08/2018 → 07/2020
    St. Barnabas Parish
    Chicago, IL
  • 08/2016 → 05/2020
    Full Time Education
    Chicago, IL
  • 06/2024 → Present
    Charles Schwab & Co., Inc.
    Chicago, IL
  • 06/2023 → 06/2024
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 08/2020 → 05/2024
    Full Time Education
    Indianapolis, IN
  • 06/2024 → Present
    Charles Schwab Bank, Ssb
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-23
  • S66 Uniform Combined State Law Examination
    2025-07-23
Other Names
  • Rachel Stevens

View on SEC IAPD

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