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Christopher Meredith

Investment Adviser Representative at Charles Schwab & Co., Inc.

Hillsborough, NJCRD #2454797Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
Exams Passed
11

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christopher Meredith is an investment adviser representative with Charles Schwab & Co., Inc. in Hillsborough, NJ, where they have been registered since 2012. They have worked in the securities industry since 1999 and have been registered with 7 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Assent LLC. They have passed 11 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in New Jersey.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey
Broker:
2 states and territories

New Jersey, New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/7/2013
Series 63
Uniform Securities Agent State Law Examination
Passed 7/19/2003
Series 57
Securities Trader Exam
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 55
Limited Representative-Equity Trader Exam
Passed 4/3/2007
Series 25
NYSE Trading Assistant Examination
Passed 3/30/1999
Series 7
General Securities Representative Examination
Passed 10/17/1996
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 5/15/2012
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 3/30/2012
Series 4
Registered Options Principal Examination
Passed 11/8/2007
Series 24
General Securities Principal Examination
Passed 6/26/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Charles Schwab & Co., Inc.Current
8/9/2013 – Hillsborough, NJ
Charles Schwab & Co., Inc.Current
1/17/2012 – Hillsborough, NJ
Merrill Lynch, Pierce, Fenner & Smith Incorporated
9/3/2010 – 1/3/2012New York, NY
Assent LLC
6/6/2007 – 7/7/2010New York, NY
UBS Securities LLC
4/27/2000 – 4/17/2007New York, NY
Spear, Leeds & Kellogg
6/26/1997 – 4/1/1998New York, NY
Andover Brokerage, L.L.C.
5/8/1997 – 12/11/1997Montebello, NY
Principal Financial Securities,inc.
10/18/1996 – 3/20/1997Dallas, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Charles Schwab & Co., Inc.
    Jan 2012 – no end date reportedHillsborough, NJ
  2. Charles Schwab Bank
    Jul 2019 – Jul 2020Hillsborough, NJ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Charles Schwab & Co., Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Fixed fee
  • Other
Firm account minimum
$500,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Hillsborough, NJ

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Meredith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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