Gentry Dean

Financial advisor at Charles Schwab & Co., Inc. · Richfield, OH

Last updated 2026-10-10

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Gentry Dean is a financial advisor at Charles Schwab & Co., Inc. in Richfield, OH, CRD 6928899. Licenses and exams on the registration: Series 66. IAPD registration began 2018-12-03.

Registration

CRD number
6928899
Registration status
Active
IAPD registration
2018-12-03
Industry Experience
7 years
Work Experience
12 years
States registered
OH

Licenses and exams

  • Series 66

Work history

  • 2018-03 to Present · Charles Schwab & Co., Inc. · Richfield, OH
  • 2013-12 to 2018-03 · Pepsi Bottling Co · Twinsburg, OH
  • 2023-05 to Present · Charles Schwab Bank, Ssb · Richfield, OH

Current employment

SEC IAPD record for Gentry Dean

Charles Schwab & Co., Inc.

Registered advisors
6,791
Offices
867
Clients per advisor
0.0 (Low)

Charles Schwab & Co., Inc.: advisors, services and reported ETF investments

About

Gentry Dean is a financial advisor at Charles Schwab & Co., Inc. in Richfield, OH. Reported securities licenses include Series 66. The latest record indicates 7 years of industry experience and 12 years of reported work history. Reported roles include Charles Schwab Bank, Ssb, Pepsi Bottling Co.

Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, Other Advisory Service.

What this firm offers

Filed by Charles Schwab & Co., Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

4150 Kinross Lakes Pkwy, Richfield, OH 44286

99 advisors at this office.

Charles Schwab & office in Richfield, OH

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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