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Giselle C Colavita

Charles Schwab & CO., Inc.

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About Giselle C Colavita

Giselle Colavita is an active Investment Advisor Representative (IAR) and Registered Representative (RR) with Charles Schwab & CO., Inc. Giselle Colavita's career in the financial industry began on March 14, 2002. Giselle Colavita has Series 7 and Series 66 registrations. She is also licensed in 24 states, including Maryland and Texas. Giselle Colavita has held previous positions at H&R BLOCK FINANCIAL ADVISORS, INC. and DMG SECURITIES, INC. Giselle Colavita is a member of the Connelly School of the Holy Child Education Board.

Firm Information

Giselle Colavita 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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Giselle Colavita’s Registration & Firm History

MD

03/23/2021 - Present

Charles Schwab & CO., Inc. (Bethesda MD)

VA

09/02/2003 - 11/09/2006

H&R BLOCK FINANCIAL ADVISORS, INC. (FAIRFAX VA)

VA

02/14/2002 - 10/01/2003

DMG SECURITIES, INC. (GREAT FALLS VA)

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Licenses & Designations

BOTH

Issued 12/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/21/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Giselle C Colavita. Review regulatory record here.
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