Sedrick Mcdonald
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab & Co., Inc.Jun 2025 to now
- Charles Schwab Bank, SsbJun 2025 to now
- Fidelity InvestmentsJan 2021 to Jun 2025
- Northwestern Mutual Investment Services LLCMay 2019 to Jan 2021
- Northwestern Mutual Life Insurance CompanyNov 2018 to Jan 2021
- Ernst and YoungSep 2017 to Nov 2018
- Purdue UniversityJun 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7030974
- Firm CRD
- 5393