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Darryl Craig Celkupa

Charles Schwab & CO., Inc.

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About Darryl Craig Celkupa

Darryl Celkupa is a financial advisor at Charles Schwab & CO., Inc.. Darryl Celkupa has over 29 years of experience in the financial services industry. Darryl Celkupa is registered with FINRA as a Registered Representative. Darryl Celkupa is also a Registered Investment Advisor.

Firm Information

Darryl Celkupa 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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Darryl Celkupa’s Registration & Firm History

CA

10/31/2023 - Present

Charles Schwab & CO., Inc. (Palo Alto CA)

CA

03/09/2013 - 08/01/2023

FORESIDE FUNDS DISTRIBUTORS LLC (SAN FRANCISCO CA)

WA

10/10/2006 - 05/02/2011

RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)

NJ

09/16/1998 - 03/04/2005

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

TX

07/01/1997 - 07/06/1998

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

NY

09/19/1994 - 06/05/1997

COUNSELLORS SECURITIES INC. (NEW YORK NY)

NY

06/01/1992 - 07/23/1993

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NA

02/06/1990 - 06/01/1992

CITICORP FINANCIAL SERVICES,INC.

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Licenses & Designations

IA

Issued 10/16/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1990

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 Darryl Craig Celkupa.
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