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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-23 |
| NJ | RA | APPROVED | 2002-07-24 |
Branch Locations
110 Morris Street Suite 102, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Morristown | NJ | 05/2002 | Present |
| Charles Schwab Bank | Morristown | NJ | 02/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-24 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-24 |
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