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Charles Solomon

Charles Schwab & CO., Inc.

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About Charles Solomon

Charles Solomon is a financial advisor at Charles Schwab & CO., Inc. Charles has been in the financial services industry since 1999 and is registered with the state of New York, Texas and several other states. Charles has a Series 7, 21, 24, 25 and 66 license. Charles also holds the Certified Financial Planner designation. Charles is experienced in working with individual investors, corporations, and insurance companies.

Firm Information

Charles Solomon 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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Charles Solomon’s Registration & Firm History

NY

07/30/2023 - Present

Charles Schwab & CO., Inc. (Lake Grove NY)

NY

10/05/2016 - 11/15/2021

EQUITABLE ADVISORS, LLC (WOODBURY NY)

NY

01/25/2010 - 03/24/2016

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

07/01/1998 - 01/28/2010

LABRANCHE & CO. LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/07/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2010

Series 7 - General Securities Representative Examination

BC

Issued 08/24/2000

Series 21 - NYSE Front Line Specialist Clerk

BC

Issued 10/21/1999

Series 25 - NYSE Trading Assistant Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Charles Solomon. Review regulatory record here.
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