Thomas Matthew Mcandrews

CRD 4240549 · Charles Schwab & Co., Inc. · Lone Tree, CO

IA RegisteredBroker

Also appears in the source record as: Tom Mcandrews

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 7Series 6Series 10Series 9Series 65Series 63
Registered states (2): Colorado · Texas
Years in the industry (source record): 22
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 4240549 contains one or more disclosure events as of Aug 20, 2026.

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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 (8)

From the source registration record · current first

Schwab Wealth Advisory, Inc.Current
Lone Tree, CO · IA capacity

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

start not retrieved → present
Charles Schwab & Co., Inc.
San Francisco, CA · IA capacity

Jan 12, 2021 → Dec 16, 2025
Schwab Wealth Investment Advisory, Inc.
Lone Tree, CO · IA capacity

Jan 15, 2015 → Mar 29, 2018
Chase Investment Services Corp.
Englewood, CO · BC capacity

Dec 1, 2006 → Jun 29, 2007
Chase Investment Services Corp.
Englewood, CO · IA capacity

Dec 1, 2006 → Dec 1, 2006
J.P. Morgan Institutional Investments Inc.
Englewood, CO · BC capacity

Jul 12, 2004 → Dec 1, 2006
J. P. Morgan Invest, LLC
Boston, MA · BC capacity

Sep 20, 2005 → Nov 21, 2005

Source & corrections

Where this page comes from

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