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Barry Reid Skolak

Charles Schwab & CO., Inc.

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About Barry Reid Skolak

Barry Reid Skolak is a registered representative with Charles Schwab & Co., Inc., and has been in the industry since 2000. Barry has experience with various types of investments and specializes in investment advisory and financial planning services. Barry Reid Skolak is licensed in various states including Illinois, Arizona, California, Colorado, Florida, Georgia, Maryland, Michigan, Minnesota, Nevada, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Washington, and Wisconsin.

Firm Information

Barry Skolak is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Barry Skolak’s Registration & Firm History

IL

01/11/2022 - Present

Charles Schwab & CO., Inc. (Northbrook IL)

IL

09/10/2003 - 04/26/2004

TERRA SECURITIES CORPORATION (SCHAUMBURG IL)

IL

10/24/2000 - 10/17/2001

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

06/05/1998 - 10/27/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/24/2019

Series 66 - Uniform Combined State Law Examination

IA

Issued 11/09/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/29/2019

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Barry Reid Skolak. Review regulatory record here.
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