Anna Bouthillette

CRD 2971575 · Charles Schwab & Co., Inc. · Northbrook, IL

IA RegisteredBroker

Also appears in the source record as: Anna Bulawa; Anna Bouthillette; Anna Miller

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (16): Arizona · California · Florida · Idaho · Illinois · Massachusetts · Michigan · Minnesota · New Jersey · New York · Ohio · South Carolina · Tennessee · Texas · Washington · Wisconsin
Years in the industry (source record): 25
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 (17)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Northbrook, IL · BC capacity

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

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

start not retrieved → present
Fidelity Personal And Workplace Advisors
Highland Park, IL · IA capacity

Sep 28, 2020 → Jul 26, 2021
Fidelity Brokerage Services LLC
Highland Park, IL · BC capacity

Aug 2, 2020 → Jul 20, 2021
Raymond James Financial Services Advisors, Inc
Glenview, IL · IA capacity

Sep 20, 2018 → Sep 10, 2019
Raymond James Financial Services, Inc.
Glenview, IL · BC capacity

Sep 17, 2018 → Sep 10, 2019
Pnc Investments
Chicago, IL · IA capacity

Dec 4, 2013 → Sep 11, 2018
Pnc Investments
Chicago, IL · BC capacity

Dec 4, 2013 → Sep 11, 2018
Lpl Financial LLC
Riverside, IL · IA capacity

Dec 9, 2011 → Dec 19, 2013
Lpl Financial LLC
Riverside, IL · BC capacity

Dec 9, 2011 → Dec 19, 2013
Fifth Third Securities, Inc.
Chicago, IL · IA capacity

Oct 16, 2008 → Nov 6, 2009
Fifth Third Securities, Inc.
Chicago, IL · BC capacity

Oct 16, 2008 → Nov 6, 2009
Natcity Investments, Inc.
Chicago, IL · IA capacity

Jan 18, 2008 → Oct 10, 2008
Natcity Investments, Inc.
Chicago, IL · BC capacity

Jan 18, 2008 → Oct 10, 2008
Invest Financial Corporation
Burbank, IL · IA capacity

Mar 27, 2001 → Jan 31, 2008
Invest Financial Corporation
Burbank, IL · BC capacity

Aug 15, 2000 → Jan 31, 2008

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 2971575 ↗ FINRA BrokerCheck record for CRD 2971575 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.