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Stephen Garrett Dreyer

Charles Schwab & CO., Inc.

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About Stephen Garrett Dreyer

Stephen Garrett Dreyer is a registered representative with Charles Schwab & CO., Inc. Stephen Garrett Dreyer is also registered as an investment advisor representative in Missouri. Stephen Garrett Dreyer is licensed to provide investment advice in 51 states. Stephen Garrett Dreyer has been in the securities industry since March 24, 2022. Before joining Charles Schwab & CO., Inc. Stephen Garrett Dreyer was employed at TD AMERITRADE, INC. Stephen Garrett Dreyer holds the Series 63, Series 66, Series 7TO and SIE licenses.

Firm Information

Stephen Dreyer 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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Stephen Dreyer’s Registration & Firm History

MO

01/23/2024 - Present

Charles Schwab & CO., Inc. (St Louis MO)

MO

03/25/2022 - 12/31/2023

TD AMERITRADE, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 11/13/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/05/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/27/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Stephen Garrett Dreyer. Review regulatory record here.
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