George John Zydel

CRD 1810275 · Charles Schwab & Co., Inc. · Westlake, TX

Broker

Also appears in the source record as: George J Zydel Jr.; George J Zydel; George Zydel

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Not registered in this capacity
Exams passed (4): SIESeries 7Series 63Series 65
Registered states (5): Arizona · Massachusetts · Missouri · New York · Rhode Island
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (13)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Marshfield, MA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Westlake, TX · IA capacity

start not retrieved → present
Td Ameritrade, Inc.
Omaha, NE · BC capacity

Nov 9, 2022 → Dec 31, 2023
Investment Planners, Inc.
Hingham, MA · BC capacity

Apr 21, 2014 → Sep 20, 2022
Fidelity Brokerage Services LLC
Smithfield, RI · BC capacity

Jun 29, 1998 → Dec 31, 2004
John Hancock Funds, Inc.
Boston, MA · BC capacity

Feb 23, 1994 → Aug 3, 1999
National Financial Services Corporation
Boston, MA · BC capacity

Nov 11, 1996 → Jun 29, 1998
John Hancock Distributors, Inc.
Boston, MA · BC capacity

Feb 22, 1994 → Jul 10, 1996
Colonial Investment Services
BC capacity

Jun 28, 1990 → Jul 28, 1992
Seligman Securities, Inc.
New York, NY · BC capacity

May 30, 1989 → May 23, 1990
The Prudential Insurance Company Of America
BC capacity

Jul 14, 1988 → Apr 8, 1989
Pruco Securities Corporation
BC capacity

Jul 14, 1988 → Apr 8, 1989

Source & corrections

Where this page comes from

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