Grace Catherine Mcbride
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Charles Schwab Bank, SsbAug 2022 to now
- Charles Schwab & Co., Inc.Jun 2021 to now
- Miami UniversityJan 2021 to May 2021
- Banana RepublicDec 2020 to Jan 2021
- Miami UniversityAug 2020 to Dec 2020
- The Mather GroupJul 2020 to Aug 2020
- Miami UniversityJan 2020 to May 2020
- Gardiner Service CompanyDec 2019 to Dec 2020
- Miami UniversityAug 2019 to Dec 2019
- Turner Construction CompanyMay 2019 to Aug 2019
- Miami UniversityJan 2019 to May 2019
- Miami UniversityAug 2018 to Dec 2018
- Miami UniversityJan 2018 to May 2018
- Miami UniversityAug 2017 to Dec 2017
- Mitchell's Homemade Ice CreamMar 2015 to Aug 2019
- StudentJan 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 7401938
- Firm CRD
- 5393