Aaron Daniel Scheid

CRD 4002856 · Charles Schwab & Co., Inc. · Westlake, TX

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): SIESeries 7Series 6Series 10Series 9Series 24Series 65Series 63
Registered states (1): Texas
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 (15)

From the source registration record · current first

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

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

start not retrieved → present
Td Ameritrade, Inc.
Southlake, TX · BC capacity

Feb 26, 2018 → Oct 20, 2021
Td Ameritrade Investment Management, LLC
Southlake, TX · IA capacity

Mar 13, 2018 → May 11, 2021
Td Ameritrade, Inc.
Southlake, TX · IA capacity

Mar 13, 2018 → May 10, 2021
Scottrade Investment Management
Saint Louis, MO · IA capacity

Sep 22, 2016 → Mar 13, 2018
Scottrade, Inc.
Laguna Niguel, CA · BC capacity

Nov 6, 2013 → Feb 26, 2018
Signature Resources Capital Management, LLC
Irvine, CA · IA capacity

Jul 31, 2013 → Oct 25, 2013
Signator Investors, Inc.
Irvine, CA · BC capacity

Jul 16, 2013 → Oct 25, 2013
Chase Investment Services Corp.
Fountain Valley, CA · BC capacity

Mar 23, 2011 → Jan 23, 2012
Chase Investment Services Corp.
Fountain Valley, CA · IA capacity

Mar 16, 2011 → Jan 23, 2012
Howard Capital Management
Los Angeles, CA · IA capacity

Nov 20, 2009 → Sep 15, 2010
E*trade Securities LLC
Costa Mesa, CA · BC capacity

May 10, 2005 → Sep 13, 2010
First Allied Securities, Inc.
San Diego, CA · BC capacity

Sep 22, 2004 → Apr 7, 2005
Axa Distributors, LLC
Charlotte, NC · BC capacity

Oct 13, 1999 → Sep 16, 2004

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 4002856 ↗ FINRA BrokerCheck record for CRD 4002856 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. 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.