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Colby Gaston-cysewski

Charles Schwab & CO., Inc.

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About Colby Gaston-cysewski

Colby Gaston-cysewski is a financial advisor with Charles Schwab & CO., Inc. Colby is based in Bellevue, Washington, and has been in the industry since 2010. Colby holds the Series 66, Series 7 and SIE securities licenses. Colby is registered with FINRA and is active in 26 states. Colby is also registered as an Investment Advisor Representative (IAR) in Washington and Texas. Colby has a strong background in providing financial advice to individuals. Colby specializes in financial planning and selecting other advisors. Colby's firm, Charles Schwab & CO., Inc., is one of the largest financial institutions in the United States.

Firm Information

Colby Gaston-cysewski 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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Colby Gaston-cysewski’s Registration & Firm History

WA

04/30/2013 - Present

Charles Schwab & CO., Inc. (Bellevue WA)

VA

10/18/2010 - 03/19/2013

CAPITAL ONE SHAREBUILDER, INC. (MCLEAN VA)

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Licenses & Designations

BOTH

Issued 01/28/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2010

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 Colby Gaston-cysewski.
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