Barry Skolak, financial advisor Northbrook IL

Barry Skolak

CRD Number: 3054173
Current Firm: Charles Schwab & Company, Inc.

Barry Skolak (CRD# 3054173) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Northbrook, IL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Northbrook, IL Dec 2018 - Current 2
Charles Schwab Bank Northbrook, IL Dec 2018 - Current 2
Unemployed Park Ridge, IL Jun 2018 - Dec 2018 < 1
Bmo Harris N.a. Rolling Meadows, IL Sep 2007 - Jun 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Barry R. Skolak
Phone Number: 415-667-7000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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