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Anthony Michael Citro

Charles Schwab & CO., Inc.

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About Anthony Michael Citro

Anthony Citro is a financial professional with over 4 years of experience in the financial services industry. Anthony is currently registered as a Registered Representative with Charles Schwab & CO., Inc. and is also registered as an Investment Advisor Representative with the firm. Anthony has also held previous positions at TD Ameritrade, Inc. and Equitable Advisors, LLC. Anthony holds the Series 7TO, Series 66 and SIE licenses and is licensed to sell securities in many states. Anthony is a graduate of West Virginia University. Anthony's background includes experience in the financial services industry, as well as experience in the education and banking industries. Anthony is dedicated to providing his clients with personalized financial advice and services to help them reach their financial goals.

Firm Information

Anthony Citro 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 Citro’s Registration & Firm History

DC

08/27/2021 - Present

Charles Schwab & CO., Inc. (Washington DC)

DC

01/24/2023 - 07/29/2024

TD AMERITRADE, INC. (WASHINGTON DC)

VA

08/28/2020 - 05/28/2021

EQUITABLE ADVISORS, LLC (FALLS CHURCH VA)

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Licenses & Designations

BOTH

Issued 05/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/02/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Anthony Michael Citro.
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