Andrew
Stevens

Charles Schwab & Co., Inc

CRD#4521515
Investment Advisor
in Washington, DC
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About this Advisor

Andrew Stevens is a certified financial planner located in Washington, D.C. Currently a registered investment advisor with Charles Schwab & Co., Inc, they have accrued 10 years of work experience in the financial advisory industry. Stevens has Series 63 and Series 66 licenses, which certify them as a securities agent. Stevens is able to operate in Washington and D.C.. During their career, Stevens has held roles at Sun Trust Bank, Wachovia Bank, N.A, Wachovia Securities, LLC, Suntrust Investment Services, Inc, Suntrust Bank, Suntrust Advisory Services, Inc, Charles Schwab & Co., Inc and Charles Schwab Bank. Charles Schwab & Co., Inc is headquartered in Washington, D.C., and has 370 offices across the nation. In aggregate, Charles Schwab & Co., Inc employs more than 14,879 people. None of the firm's clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Charles Schwab & Co., Inc offers financial planning services, selection of other advisers and other services. The firm may charge clients hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1845 K Street, N.W.
Washington, DC 20006-1209

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

DC Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Andrew Stevens Work History

Andrew has 10 years of experience.

2017 - Present (2 years)

Charles Schwab & Co., Inc

2017 - Present (2 years)

Charles Schwab Bank

2016 - 2017 (1 years)

Suntrust Advisory Services, Inc

2013 - 2013 (0 years)

Suntrust Bank

2013 - 2013 (0 years)

Suntrust Investment Services, Inc

2013 - 2017 (4 years)

Suntrust Investment Services, Inc

2011 - 2013 (2 years)

Sun Trust Bank

2011 - 2013 (2 years)

Suntrust Investment Services, Inc

2008 - 2011 (3 years)

Wachovia Bank, N.A

2008 - 2011 (3 years)

Wachovia Securities, LLC

Disclosures

Andrew Stevens has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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