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Scharles Melvin Sharpe-crosby

Charles Schwab & CO., Inc.

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About Scharles Melvin Sharpe-crosby

Scharles Melvin Sharpe-crosby is a financial advisor with over 10 years of experience in the financial services industry. Scharles is currently registered with Charles Schwab & CO., Inc., and is a registered representative with FINRA. Prior to joining Charles Schwab & CO., Inc. Scharles worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and PNC Bank. Scharles holds Series 7, Series 66 and SIE licenses. Scharles's specialties include financial planning and the selection of other advisers.

Firm Information

Scharles Sharpe-crosby 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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Scharles Sharpe-crosby’s Registration & Firm History

IL

02/10/2022 - Present

Charles Schwab & CO., Inc. (Chicago IL)

IL

01/06/2020 - 01/14/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)

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Licenses & Designations

BOTH

Issued 03/09/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/06/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe EDGX Exchange, Inc.

F

FINRA

M

MEMX LLC

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Scharles Melvin Sharpe-crosby. Review regulatory record here.
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