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Odysseus Rethis

Charles Schwab & CO., Inc.

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About Odysseus Rethis

Odysseus Rethis is a financial advisor with Charles Schwab & CO., Inc. Odysseus has been working in the financial services industry since August 2014 and has held past positions with TD Ameritrade, Inc., Securities America, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley. Odysseus has successfully completed the Series 66, Series 7 and SIE exams. Odysseus is registered to provide investment advice in Connecticut, Florida, Georgia, Maine, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, and Virginia. In addition to Odysseus's work with Charles Schwab & CO., Inc. Odysseus is also a member of Boldon Rethis LLC, a real estate company.

Firm Information

Odysseus Rethis 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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Odysseus Rethis’s Registration & Firm History

CT

04/12/2022 - Present

Charles Schwab & CO., Inc. (Stamford CT)

CT

11/16/2021 - 12/31/2023

TD AMERITRADE, INC. (West Hartford CT)

CT

01/24/2019 - 11/08/2021

SECURITIES AMERICA, INC. (GLASTONBURY CT)

CT

07/28/2014 - 02/02/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST HARTFORD CT)

CT

07/25/2013 - 07/09/2014

MORGAN STANLEY (NEW HAVEN CT)

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Licenses & Designations

BOTH

Issued 08/27/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Odysseus Rethis.
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