Unclaimed Profile

Richard A Wurster

CHARLES SCHWAB & CO., INC.·SAN FRANCISCO, California

Series 24, Series 99TOClean record9 years registeredCHARLES SCHWAB & CO., INC.

211 MAIN STREET, SAN FRANCISCO, CA 94105CRD# 6638804Firm CRD# 5393

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard A Wurster · SAN FRANCISCO, CA

Registration

CRD #6638804 · CHARLES SCHWAB & CO., INC. · 9 years registered

Brand Profile

Not yet started

Career History

CHARLES SCHWAB & CO., INC.

Mar 2022 – present

CHARLES SCHWAB INVESTMENT ADVISORY, INC

Mar 2018 – Mar 2022

SAN FRANCISCO, CA

THOMASPARTNERS, INC.

Dec 2016 – Mar 2018

San Francisco, CA

WINDHAVEN INVESTMENT MANAGEMENT, INC.

Dec 2016 – Mar 2018

San Francisco, CA

Registrations & Exams

FINRA examinations passed

Series 24

Series 99TO

Registration record

First registered · December 6, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHARLES SCHWAB & CO., INC.

CRD 5393 · SEC 801-29938

Employees

29,350

Total firm employees

Services offered by CHARLES SCHWAB & CO., INC.

Per Form ADV

Financial planning

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at CHARLES SCHWAB & CO., INC. →

Introduction

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Frequently Asked Questions

What services does Richard A Wurster offer?

Richard A Wurster specializes in Financial Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Richard A Wurster's credentials?

Richard A Wurster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard A Wurster located?

Richard A Wurster is based in SAN FRANCISCO, California, working with CHARLES SCHWAB & CO., INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Richard A Wurster charge for services?

Richard A Wurster's firm is compensated through subscription fees, other: asset based fees for wrap pgrms & subsc pricing for fin planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARLES SCHWAB & CO., INC.?

CHARLES SCHWAB & CO., INC. has approximately 29350 employees. The firm is registered with the SEC as an investment adviser.

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