Broker Check

Charles SCHWAB

Financial services company Charles Schwab is known for its commitment to providing accessible investment opportunities to a broad range of clients, from individual investors to large institutions. Founded in 1971, the company has grown to offer a wide array of services, including brokerage, banking, wealth management, and financial advisory services. Charles Schwab is recognized for its innovative approach to finance, particularly its early adoption of online trading, which has helped to democratize investment opportunities by lowering costs and increasing accessibility for investors. Taking pride in their client-centric approach, Charles Schwab offers tailored solutions and educational resources to help clients make informed financial decisions.


Charles Schwab (Schwab) is an independent company unaffiliated with DSG Capital Advisors.  Schwab is a service provider to DSG Capital Advisors.  There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Schwab, nor is such a relationship created or implied by the information herein.  Schwab provides clearing, custody, or other brokerage services.