Owen Egermayer

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

• 05/2026 → Present
  Charles Schwab & Co., Inc.
  San Ramon , CA
• 08/2024 → 05/2026
  Equitable Advisors, Llc
  Walnut Creek, CA
• 12/2023 → 08/2024
  Unemployed
  Walnut Creek, CA
• 02/2022 → 11/2023
  Alsourat, Llc
  Baton Rouge, LA
• 08/2020 → 05/2021
  Sullivan's Steakhouse
  Baton Rouge, LA
• 05/2020 → 08/2020
  Cook Inlet Drift Association
  Soldotna, AK
• 05/2019 → 08/2019
  Unemployed
  Baton Rouge, LA
• 05/2018 → 05/2019
  Coffee Rani
  Covington, LA
• 05/2017 → 05/2018
  Ziggy's Llc
  Mandeville, LA
• 01/2014 → 05/2017
  Full Time Education
  Mandeville, LA
• 08/2019 → 12/2023
  Full Time Education
  Baton Rouge, LA

Previous Registrations

• 2025-01-23 → 2026-05-19
  Equitable Advisors, Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-22

Other Names

• Owen David Egermayer