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Charles Schwab & Co., Inc. CRD 5393
955,800 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-09 |
Branch Locations
511 Park Avenue Suite 145, Orange Village, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aladdin's Eatery | Fairlawn | OH | 02/2019 | 02/2021 |
| Mike's Place | Kent | OH | 11/2021 | 09/2024 |
| Towpath Tennis Center | Akron | OH | 09/2017 | 02/2019 |
| Yours Truly | Medina | OH | 02/2021 | 11/2021 |
| Charles Schwab | Richfield | OH | 06/2024 | 08/2024 |
| Charles Schwab & Co, Inc | Orange Village | OH | 01/2025 | Present |
| Charles Schwab Bank, Ssb | Orange Village | OH | 01/2026 | Present |
| Unemployed | Copley | OH | 01/2016 | 09/2017 |
| Unemployed | Copley | OH | 10/2024 | 01/2025 |
| Aladdin's Eatery | Fairlawn | OH | 02/2019 | 02/2021 |
| Mike's Place | Kent | OH | 11/2021 | 08/2024 |
| Towpath Tennis Center | Akron | OH | 09/2017 | 02/2019 |
| Yours Truly | Medina | OH | 02/2021 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-09 |
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