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Anthony David Adelizi

Charles Schwab & CO., Inc.

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About Anthony David Adelizi

Anthony Adelizi is an investment advisor representative with Charles Schwab & Co., Inc. located in Westlake, TX. Anthony has been in the industry for over 10 years, starting with Wells Fargo Advisors, LLC in 2012. Anthony also has prior experience with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Anthony is licensed to offer investment advice in multiple states including California, Arkansas, Louisiana, Massachusetts, Mississippi, New Mexico, Tennessee, Texas, and Wisconsin. Anthony is a Series 7 and Series 66 licensed professional and holds a Series SIE license. Anthony is also co-owner of Adelizi Adventures, LLC, a travel advising business.

Firm Information

Anthony Adelizi 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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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 09/06/2018

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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