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Christopher Thomas Calabresi

Charles Schwab & CO., Inc.

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About Christopher Thomas Calabresi

Christopher Calabresi is a financial advisor with Charles Schwab & CO., Inc.. Christopher has over 8 years of experience in the financial services industry. Christopher is registered with the state of Florida and holds the Series 7, Series 63, Series 66, and SIE licenses. Christopher is also registered as an Investment Advisor Representative with the state of Florida. Christopher's previous experience includes roles at TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Christopher specializes in providing financial planning and investment advice to individuals, businesses, and high-net-worth clients.

Firm Information

Christopher Calabresi 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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Christopher Calabresi’s Registration & Firm History

FL

09/20/2019 - Present

Charles Schwab & CO., Inc. (Naples FL)

OH

01/08/2019 - 07/25/2019

TD AMERITRADE, INC. (DAYTON OH)

IN

11/09/2015 - 09/04/2018

FIDELITY BROKERAGE SERVICES LLC (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 01/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Christopher Thomas Calabresi. Review regulatory record here.
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