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Ciro Lipariti

Charles Schwab & CO., Inc.

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About Ciro Lipariti

Ciro Lipariti is a financial advisor with Charles Schwab & Co., Inc. Ciro has been in the financial services industry since 2006 and holds the Series 63, Series 66, and Series 7 licenses. Ciro has experience with several financial firms, including TD Ameritrade, Inc., Scottrade, Inc., E*TRADE Securities LLC, and Chase Investment Services Corp. Ciro is registered with the state of New Jersey and is currently offering financial advice in 17 states, including New Jersey, New York, Pennsylvania, California, Florida, Illinois, Texas, and others.

Firm Information

Ciro Lipariti 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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Ciro Lipariti’s Registration & Firm History

NJ

03/14/2022 - Present

Charles Schwab & CO., Inc. (Millburn NJ)

NJ

03/14/2018 - 07/29/2024

TD AMERITRADE, INC. (Millburn NJ)

NY

04/30/2014 - 03/14/2018

SCOTTRADE, INC. (STATEN ISLAND NY)

NY

03/29/2011 - 04/25/2014

E*TRADE SECURITIES LLC (NEW YORK NY)

NY

07/06/2007 - 03/23/2011

CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)

NY

04/10/2006 - 03/21/2007

NATIONAL SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/21/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/14/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2006

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 Ciro Lipariti.
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