Henry C Glasheen

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

• 04/2015 → Present
  Charles Schwab & Co., Inc.
  Santa Barbara, CA
• 04/2015 → Present
  Charles Schwab Bank
  Santa Barbara, CA

Previous Registrations

• 2007-06-22 → 2015-04-17
  Wedbush Securities Inc.
  Los Angeles, CA
  Park City, UT
  Park City, UT
  Salt Lake City, UT
  Pasadena, CA
  Los Angeles, CA
  Pasadena, CA
• 2005-11-07 → 2007-06-25
  Brookstreet Securities Corporation
  Park City, UT
• 2004-01-27 → 2005-11-02
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT

Other Businesses

1) The Land Trust for Santa Barbara County | Investment Related:No|1530 Chapala St|Santa Barbara|CA|93101|USA|Nonprofit Charitable Organizations|Committee Person|9/23/2016|Less than 20|0|I will be working on the Development Committee and the Finance Committee. Both will be as a committee member to add my non profit experience to a worthy organization within the community. The SBLT is very highly regarded within the community. I will not be engaged in any finance activities within the committee, but I will be discussing their normal business activities with other board members. They purchase development rights and property from large land owners to reduce density of development in the community. , 2) The Land Trust for Santa Barbara | Investment Related:No|1530 Chapala St|Santa Barbara|CA|93101|USA|Nonprofit Charitable Organizations|Board of Trustees|7/11/2017|Less than 20|0|I will sit on the Board of Trustees for the Santa Barbara Land Trust. This will be purely advisory, and will involve voting on matters before the committee. I will continue to sit on the development committee for the time being, then transition to a board seat. , 3) Personal Rental Property | Investment Related:No|401 N. Coast Highway, Unit 303|San Diego|CA|92054|USA|Real Estate (Non-Agent/Broker)|Owner of Condo |6/15/2026|Less than 20|0|I have no responsibilities. We have hired a real estate firm that specializes in rental properties to manage the property.

Exams

• S66 Uniform Combined State Law Examination
  2004-01-25
• S63 Uniform Securities Agent State Law Examination
  1985-09-03

Other Names

• Charles Glasheen
• Henry Charles Glasheen
• Henry Charles Glasheen