linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew John Tomaino

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew John Tomaino

Andrew John Tomaino is a financial advisor with Charles Schwab & CO., Inc. Andrew has been a registered representative in the securities industry for 2 years. Andrew is registered to offer investment advisory services in 54 states and has a Series 7TO and SIE license. Andrew's current employment is with Charles Schwab & CO., Inc. in Millburn, NJ. Andrew also has experience as an Operations Manager for Il Pastaio Company, a small family business in Medford, NJ. Andrew's experience also includes previous employment with UBS Financial Services Inc, Equitable Advisors, Apple Inc., Carluccio's Coal Fired Pizza, Manco & Manco Pizza, Greens & Grains, and several educational institutions. Andrew is also registered as an Investment Advisor Representative in New Jersey.

Firm Information

Andrew Tomaino 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Tomaino’s Registration & Firm History

NJ

12/13/2024 - Present

Charles Schwab & CO., Inc. (Millburn NJ)

Not sure if Andrew John Tomaino is right for you?

Licenses & Designations

BOTH

Issued 05/15/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/02/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Andrew John Tomaino. Review regulatory record here.
Not sure if Andrew John Tomaino is right for you?