The Charles Schwab Corp
3000 SCHWAB WAYWESTLAKE TX 76262 USA
P: 817-859-5000
F: 415-667-9731
http://www.schwab.com
Profile
The Charles Schwab Corporation is a savings and loan holding company, providing wealth management, securities brokerage, banking, asset management, custody and financial advisory services. The company's main subsidiaries include Charles Schwab & Co. (securities broker-dealer), Charles Schwab Investment Management (an investment advisor' for Schwab's proprietary mutual funds and Schwab's exchange-traded funds) and Charles Schwab Bank (a federal savings bank). Schwab provides financial services to individuals and institutions through two reportable segments: Investor Services and Advisor Services. The Investor Services segment offers retail brokerage, investment advisory, and banking and trust services as well as retirement plan and corporate brokerage services. The Advisor Services segment offers custodial, trading, banking and trust, and support services, as well as retirement business services to independent registered investment advisors (RIAs), independent retirement advisors and record-keepers.
Key Executives
Name | Title |
---|---|
Walter W. Bettinger | CEO/Co-Chairman of the Board/Co-Chairman, Subsidiary/Director |
Richard A. Wurster | President/President, Subsidiary |