Marcus Reed

CRD 2746167 · Charles Schwab & Co., Inc. · Houston, TX

IA RegisteredBroker

Also appears in the source record as: Marcus Reed Updegraff

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 31Series 7Series 10Series 9Series 65Series 63
Registered states (19): Alaska · California · Colorado · Florida · Georgia · Illinois · Iowa · Kentucky · Michigan · Missouri · New York · North Carolina · Ohio · Oklahoma · South Carolina · Texas · Utah · Virginia · Washington
Years in the industry (source record): 27
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 (11)

From the source registration record · current first

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

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

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

start not retrieved → present
Td Ameritrade, Inc.
Houston, TX · IA capacity

Feb 27, 2018 → Apr 25, 2019
Td Ameritrade Investment Management, LLC
Houston, TX · IA capacity

Feb 26, 2018 → Apr 25, 2019
Td Ameritrade, Inc.
Houston, TX · BC capacity

Feb 26, 2018 → Apr 25, 2019
Scottrade Investment Management
Saint Louis, MO · IA capacity

Jan 25, 2017 → Feb 26, 2018
Scottrade, Inc.
Houston, TX · BC capacity

Nov 22, 2016 → Feb 26, 2018
Fidelity Brokerage Services LLC
Smithfield, RI · BC capacity

Sep 21, 1999 → Jun 1, 2001
Dean Witter Reynolds Inc.
Purchase, NY · BC capacity

Nov 1, 1996 → Sep 2, 1999
Ras Securities Corp.
New York, NY · BC capacity

Jun 26, 1996 → Sep 27, 1996

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2746167 ↗ FINRA BrokerCheck record for CRD 2746167 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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