Invested Better
Unclaimed

Unclaimed

Unclaimed

Gavin Reed Shindeldecker

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gavin? Claim Your Profile

About Gavin Reed Shindeldecker

Gavin Shindeldecker is an investment advisor representative who has been active in the industry since September 2022. Gavin currently works for Charles Schwab & CO., Inc. in Richfield, OH and previously worked for Equitable Advisors, LLC in Columbus, OH. Gavin is registered with Financial Industry Regulatory Authority (FINRA) and holds Series 66, Series 7TO and SIE licenses.

Firm Information

Gavin Shindeldecker 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

other

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gavin Shindeldecker’s Registration & Firm History

OH

11/29/2022 - Present

Charles Schwab & CO., Inc. (Richfield OH)

OH

07/18/2022 - 09/15/2022

EQUITABLE ADVISORS, LLC (COLUMBUS OH)

Not sure if Gavin Reed Shindeldecker is right for you?

Licenses & Designations

BOTH

Issued 09/09/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Gavin Reed Shindeldecker.
Not sure if Gavin Reed Shindeldecker is right for you?