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Ronald Drost Scherdorf

Charles Schwab & CO., Inc.

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About Ronald Drost Scherdorf

Ronald Drost Scherdorf is a financial advisor with Charles Schwab & CO., Inc. in Carlsbad, California. Ronald has been in the industry since August 2001. He has a Series 7 and Series 66 license and is registered with FINRA as well as the state of California and Texas. Ronald has experience working with clients in a variety of industries, and he is passionate about helping individuals achieve their financial goals. He specializes in providing financial planning and investment advice to individuals and families. Ronald is also a rental property owner and has been actively involved in the real estate market since 2009.

Firm Information

Ronald Scherdorf 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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Ronald Scherdorf’s Registration & Firm History

CA

02/05/2021 - Present

Charles Schwab & CO., Inc. (Carlsbad CA)

IN

08/07/2001 - 07/11/2002

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/07/2001 - 07/11/2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 08/14/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Ronald Drost Scherdorf. Review regulatory record here.
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