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Kevin Stuart Cratch

Charles Schwab & CO., Inc.

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About Kevin Stuart Cratch

Kevin Stuart Cratch is a financial advisor with Charles Schwab & Co., Inc. He has been in the financial industry since 1998. Kevin is registered to provide securities-related advice in 53 states and holds the Series 7, Series 6, and Series 63 licenses, along with the SIE exam. Kevin's experience with Vanguard Marketing Corporation, along with his current role at Charles Schwab, has allowed him to gain expertise in a variety of financial services, including financial planning and investment management.

Firm Information

Kevin Cratch 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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Kevin Cratch’s Registration & Firm History

AZ

11/15/2023 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

AZ

09/28/1998 - 09/27/2022

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 10/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2012

Series 7 - General Securities Representative Examination

BC

Issued 09/26/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kevin Stuart Cratch.
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