Schwab Branch, Charlotte

Branch Hours
Mon - Fri: 8:30 am - 5:00 pm
Sat: Closed
Sun: Closed
Check deposits accepted until 5:00 pm
WE'RE HERE TO HELP
At our Charlotte Branch you can get the one-on-one help you need to make decisions with your money.
We are located across from Southpark Mall on Sharon Rd. between Fairview and Morrison.
Our branch is involved with the Charlotte South Rotary.
While appointments are suggested, we are happy to assist you at any time during business hours. After hours meetings are available by appointment only.
Branch Manager
Monica Donner
Contact Schwab
For Schwab brokerage questions:
800-435-4000
For Schwab Bank questions:
877-824-5625
Schwab Branch
4529 Sharon Road
Charlotte, NC
28211-3521
Request an appointment
For a consultation with an investment professional, schedule online
or call us at 704-367-9742.
Attend a workshop
Get the answers you need at our in-person and online workshops—at no cost to you.
Schwab Brokerage services at this branch
  • New accounts
  • Investment advice
  • Financial planning
  • Retirement guidance
  • Check deposits accepted until 5:00 pm
  • Check printing capabilities
Upcoming Workshops: Online and at branches near you
At our workshops, you'll get insights from Schwab investment professionals—whether or not you're a Schwab client.
Workshop Name Location When  
Schwab Managed Portfolios(TM) - Mutual Funds
Want to simplify your investing? Learn how Schwab ... Read More
Charlotte-South Park
4529 Sharon Road
Charlotte, NC 28211
April, 22 2014
12:00 pm - 12:45 pm
Reserve  
Start Talking - Money Conversations for Every Stage of Life Video
Money conversations take many forms—from how to sa... Read More
Charlotte-South Park
4529 Sharon Road
Charlotte, NC 28211
May, 27 2014
10:00 am - 10:45 am
Reserve  
Start Talking - Money Conversations for Every Stage of Life Video
Money conversations take many forms—from how to sa... Read More
Charlotte-South Park
4529 Sharon Road
Charlotte, NC 28211
June, 05 2014
10:00 am - 10:45 am
Reserve  
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options."


With long options, investors may lose 100% of funds invested. Multiple leg options strategies will involve multiple commissions. Spread trading must be done in a margin account. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received. Writing uncovered options involves potentially unlimited risk.


Local Branches are involved in events and organizations to support their communities. Please note that such activities do not reflect an endorsement by The Charles Schwab Corporation or its subsidiaries of such events or organizations.
(1211-6100)