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Chad Calaza

Charles Schwab & Co., Inc.

New York City, NY

CRD 7741190

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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
NY RA APPROVED 2024-09-23
  • NY RA
    APPROVED
    Since 2024-09-23

Branch Locations

100 Broadway, New York City, NY 10005 • 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
Full-Time Education Plano TX 01/2014 05/2018
Gleneagles Country Club Plano TX 05/2018 08/2021
Full-Time Education Plano TX 08/2018 07/2020
Full-Time Education College Station TX 08/2020 05/2024
Lifetime Fitness Plano TX 05/2021 08/2021
Canyon Creek Country Club Richardson TX 06/2022 08/2022
Charles Schwab & Co., Inc. Westlake TX 06/2023 08/2023
Charles Schwab & Co., Inc. New York NY 06/2024 Present
Charles Schwab Bank, Ssb New York NY 03/2025 Present
  • 01/2014 → 05/2018
    Full-Time Education
    Plano, TX
  • 05/2018 → 08/2021
    Gleneagles Country Club
    Plano, TX
  • 08/2018 → 07/2020
    Full-Time Education
    Plano, TX
  • 08/2020 → 05/2024
    Full-Time Education
    College Station, TX
  • 05/2021 → 08/2021
    Lifetime Fitness
    Plano, TX
  • 06/2022 → 08/2022
    Canyon Creek Country Club
    Richardson, TX
  • 06/2023 → 08/2023
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 06/2024 → Present
    Charles Schwab & Co., Inc.
    New York, NY
  • 03/2025 → Present
    Charles Schwab Bank, Ssb
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2024-09-20

View on SEC IAPD

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