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Ryan Young Freimuth

Charles Schwab & CO., Inc.

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About Ryan Young Freimuth

Ryan Freimuth is a financial advisor with Charles Schwab & CO., Inc. Ryan has been in the financial industry since 2015. Ryan holds Series 7, 63 and 66 licenses and is a Certified Financial Planner. Ryan is currently registered with the state of Georgia as a Registered Investment Advisor and a Registered Representative and with Texas as a Registered Investment Advisor and Registered Representative. Ryan has experience with firms like Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America. Ryan's primary focus is on financial planning for individuals. Ryan is committed to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Ryan Freimuth 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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Ryan Freimuth’s Registration & Firm History

GA

02/22/2023 - Present

Charles Schwab & CO., Inc. (Atlanta GA)

GA

08/26/2021 - 03/31/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARIETTA GA)

SC

05/05/2015 - 03/24/2021

FIDELITY BROKERAGE SERVICES LLC (HILTON HEAD ISLAND SC)

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Licenses & Designations

BOTH

Issued 10/07/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/12/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2015

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 Ryan Young Freimuth.
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