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Garrett Michael Lupro

Charles Schwab & CO., Inc.

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About Garrett Michael Lupro

Garrett Michael Lupro is a financial advisor with Charles Schwab & CO., Inc. Garrett has been in the financial services industry since April 2015. Garrett is registered to provide investment advisory services in Arizona and California. Garrett's firm is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Garrett offers financial planning, portfolio management, and other services to individuals and businesses.

Firm Information

Garrett Lupro 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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Garrett Lupro’s Registration & Firm History

AZ

05/26/2020 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

AZ

04/02/2015 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 04/28/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/21/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/2024

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/16/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Garrett Michael Lupro. Review regulatory record here.
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