Sedrick Mcdonald

CRD 7030974 · Charles Schwab & Co., Inc. · Chicago, IL

IA RegisteredBroker

Also appears in the source record as: Sedrick Mcdonald; Sedrick Michael Mcdonald

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 7TOSIESeries 6TOSeries 9Series 66Series 63
Registered states (11): Colorado · Florida · Illinois · Indiana · Michigan · Minnesota · New York · North Carolina · Pennsylvania · Washington · Wisconsin
Years in the industry (source record): 6
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 7030974 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 (6)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Chicago, IL · IA capacity

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

start not retrieved → present
Strategic Advisers LLC
Chicago, IL · IA capacity

Mar 31, 2025 → Jun 20, 2025
Fidelity Brokerage Services LLC
Chicago, IL · BC capacity

Mar 5, 2021 → Jun 20, 2025
Fidelity Personal And Workplace Advisors
Chicago, IL · IA capacity

Oct 22, 2021 → Mar 31, 2025
Northwestern Mutual Investment Services, LLC
Rosemont, IL · BC capacity

Jan 4, 2020 → Feb 12, 2021

Source & corrections

Where this page comes from

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