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David Angelo Devincenzi

Charles Schwab & CO., Inc.

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About David Angelo Devincenzi

David Devincenzi is a registered investment advisor representative with Charles Schwab & CO., Inc. David has been in the securities industry since 1995. David holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. David has experience with investment companies, insurance companies, corporations, and high-net-worth individuals.

Firm Information

David Devincenzi 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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David Devincenzi’s Registration & Firm History

CA

01/06/2020 - Present

Charles Schwab & CO., Inc. (Santa Rosa CA)

NJ

08/19/2008 - 01/09/2018

AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)

IA

06/23/2008 - 08/13/2008

PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)

CA

04/07/2008 - 08/13/2008

PRINCOR FINANCIAL SERVICES CORPORATION (SAN RAFAEL CA)

KS

06/03/2004 - 04/02/2008

SECURITY DISTRIBUTORS, INC. (TOPEKA KS)

FL

04/03/2002 - 05/05/2004

NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)

NE

07/15/1999 - 01/19/2001

SECURITIES AMERICA, INC. (LAVISTA NE)

TX

08/03/1995 - 08/15/1997

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

IA

Issued 11/03/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/1995

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 David Angelo Devincenzi.
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