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Anthony Philip Zeller

Charles Schwab & CO., Inc.

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About Anthony Philip Zeller

Anthony Zeller is a financial advisor in San Francisco, CA, registered with Charles Schwab & Co., Inc. and is licensed to offer investment advisory services in 26 states, including California, Texas, Arizona, and Colorado. Anthony has been working in the securities industry since 2002, and has experience with a variety of investment products and services. He is also a certified dive team member with the Alameda County Sheriff's Office. Anthony has been with Charles Schwab & Co., Inc. since 2007.

Firm Information

Anthony Zeller 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 Zeller’s Registration & Firm History

CA

02/05/2021 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

CA

05/29/2007 - 08/16/2007

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

CA

12/12/2003 - 05/29/2007

CITICORP INVESTMENT SERVICES (SAN FRANCISCO CA)

NY

01/18/2002 - 03/10/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 01/29/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 01/17/2002

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 Philip Zeller.
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