Athena Cristina Yost

CRD 5186705 · Charles Schwab & Co., Inc. · Lone Tree, CO

IA RegisteredBroker

Also appears in the source record as: Athena Cristina Papazekos

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 31Series 7Series 65Series 63
Registered states (15): Alaska · Arizona · California · Colorado · Hawaii · Idaho · Montana · Nevada · New Mexico · New York · Oregon · Texas · Utah · Washington · Wyoming
Years in the industry (source record): 19
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
Lone Tree, CO · BC capacity

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

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

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

start not retrieved → present
Fidelity Personal And Workplace Advisors
Boston, MA · IA capacity

Jul 13, 2018 → Jun 20, 2022
Fidelity Brokerage Services LLC
Bethesda, MD · BC capacity

Sep 15, 2015 → Jun 8, 2022
Strategic Advisers LLC
Bethesda, MD · IA capacity

Oct 27, 2015 → Jul 13, 2018
Blackrock Investments, LLC
San Francisco, CA · BC capacity

Jan 3, 2012 → Aug 6, 2015
Blackrock Fund Advisors
San Francisco, CA · IA capacity

May 10, 2010 → Aug 6, 2015
Blackrock Fund Distribution Company
Jersey City, NJ · BC capacity

May 10, 2010 → Dec 31, 2011
Morgan Stanley Smith Barney LLC
San Francisco, CA · IA capacity

Jun 1, 2009 → Apr 29, 2010
Morgan Stanley Smith Barney
San Francisco, CA · BC capacity

Jun 1, 2009 → Apr 29, 2010
Citigroup Global Markets Inc.
San Francisco, CA · IA capacity

Sep 30, 2008 → Jun 1, 2009
Citigroup Global Markets Inc.
San Francisco, CA · BC capacity

Sep 29, 2008 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
Oakland, CA · IA capacity

Oct 18, 2007 → Sep 22, 2008
Morgan Stanley & Co. Incorporated
Oakland, CA · BC capacity

Sep 12, 2007 → Sep 22, 2008
Mclaughlin, Piven, Vogel Securities, Inc.
San Francisco, CA · BC capacity

Sep 19, 2006 → Aug 7, 2007

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.

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