David Michael Crowder

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → Present
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 01/2018 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 01/2019 → Present
  Charles Schwab Trust Bank
  Lone Tree, CO
• 11/2020 → Present
  Charles Schwab Premiere Bank
  Lone Tree, CO

Previous Registrations

• 2009-12-16 → 2010-12-31
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 2009-05-02 → 2009-07-31
  Chase Investment Services Corp.
  Irvine, CA
• 2008-12-16 → 2009-05-02
  Wamu Investments, Inc.
  Irvine, CA
  Fullerton, CA
  Irvine, CA
  Fullerton, CA

Other Businesses

1) Realestate investing and Renting|Investment Related: No|Real Estate (Non-Agent/Broker)|Owner|2/1/2017|Less than 20 hour/month - 0 during trading hours|Owner, 2) Dezi Drive, LLC|Investment Related: No|Real Estate (Non-Agent/Broker)|Trustee|3/8/2023|Less than 20 hour/month - 0 during trading hours|Finding and managing tenants. , 3) 1214 N. Pearl Street LLC|Investment Related: No|Real Estate (Non-Agent/Broker)|Trustee|3/8/2023|Less than 20 hour/month - 0 during trading hours|Managing tenant and rental property. , 4) Queens Folly, LLC|Investment Related: No|Real Estate (Non-Agent/Broker)|Trustee|3/8/2023|Less than 20 hour/month - 0 during trading hours|Rental property and work with third party management to maintain property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-15
• S63 Uniform Securities Agent State Law Examination
  1999-05-10

Other Names

• David M Crowder
• David Crowder