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Andres M Vitalis

Charles Schwab & CO., Inc.

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About Andres M Vitalis

Andres Vitalis is an investment advisor representative with Charles Schwab & Co., Inc. Andres has over 10 years of experience in the financial services industry. Andres has held previous roles at TD Ameritrade, Wells Fargo Clearing Services, PNC Investments and AXA Advisors, LLC. Andres specializes in providing financial planning and investment advice to individuals and families. Andres is registered with the state of Virginia as an investment advisor representative.

Firm Information

Andres Vitalis is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Andres Vitalis’s Registration & Firm History

VA

01/30/2022 - Present

Charles Schwab & CO., Inc. (Alexandria VA)

VA

07/19/2019 - 05/11/2024

TD AMERITRADE, INC. (ALEXANDRIA VA)

VA

08/15/2013 - 10/02/2018

WELLS FARGO CLEARING SERVICES, LLC (BURKE VA)

VA

04/30/2012 - 08/02/2013

PNC INVESTMENTS (ARLINGTON VA)

VA

12/20/2010 - 06/17/2011

AXA ADVISORS, LLC (FALLS CHURCH VA)

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Licenses & Designations

BOTH

Issued 02/08/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andres M Vitalis.
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