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Anthony David Adelizi

Charles Schwab & CO., Inc.

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About Anthony David Adelizi

Anthony Adelizi is a financial advisor with Charles Schwab & Co., Inc. Anthony has been in the financial industry since 2013 and has experience with Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services LLC, and Wells Fargo Advisors, LLC. Anthony has a Series 7 and Series 66 securities licenses. Anthony also has experience providing travel advising services through a separate business. Anthony's firm, Charles Schwab & Co., Inc., provides a wide range of financial services to individuals and businesses, including financial planning, investment management, and brokerage services.

Firm Information

Anthony Adelizi is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a corporation formed in April 1971. They are headquartered in San Francisco, CA and have a presence in all 50 states, Puerto Rico, and the Virgin Islands. They provide financial planning, selection of other advisers, and wrap fee program services. Charles Schwab & CO., Inc. is a registered investment adviser with the SEC and is registered in 53 states. They have over 15,000 registered representatives and manage more than $50 billion in assets.
Charles Schwab & CO., Inc.

3000 Schwab Way

Westlake, TX 76262

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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Anthony Adelizi’s Registration & Firm History

TX

11/09/2018 - Present

Charles Schwab & CO., Inc. (Westlake TX)

NE

07/20/2021 - 12/31/2023

TD AMERITRADE, INC. (OMAHA NE)

TX

03/30/2016 - 09/06/2018

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

TX

04/30/2015 - 02/24/2016

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

CA

11/30/2012 - 01/02/2015

WELLS FARGO ADVISORS, LLC (BREA CA)

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Licenses & Designations

BOTH

Issued 12/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/6/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2012

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 Anthony David Adelizi.
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