Melani Schott

CRD 2989060 · Charles Schwab & Co., Inc. · Lone Tree, CO

Broker

Also appears in the source record as: Melani Sanger

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Not registered in this capacity
Exams passed (3): SIESeries 7Series 63
Registered states (2): California · Colorado
Years in the industry (source record): 28
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 (7)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Lone Tree, CO · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
Curian Clearing, LLC
Denver, CO · BC capacity

Jul 6, 2006 → May 19, 2016
Jackson National Life Distributors LLC
Franklin, TN · BC capacity

Jan 19, 2006 → Jun 20, 2006
Investment Centers Of America, Inc.
Appleton, WI · BC capacity

Jan 30, 2003 → Feb 9, 2006
Farmers Financial Solutions, LLC
Westlake Village, CA · BC capacity

Oct 24, 2002 → Jan 29, 2003
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Mar 10, 1998 → Sep 9, 2002

Source & corrections

Where this page comes from

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