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Gregory Vincent Gangitano

Charles Schwab & CO., Inc.

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About Gregory Vincent Gangitano

Gregory Vincent Gangitano is a registered representative with Charles Schwab & CO., Inc. in Tysons Corner, VA. Gregory has been in the securities industry for over 24 years. Gregory has been registered with TD AMERITRADE, INC., SCOTTRADE, INC., DATEK ONLINE FINANCIAL SERVICES LLC and DATEK ONLINE BROKERAGE SERVICES LLC in the past. Gregory holds Series 4, 7, 24 and 66 licenses and the SIE exam.

Firm Information

Gregory Gangitano 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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Gregory Gangitano’s Registration & Firm History

VA

01/30/2022 - Present

Charles Schwab & CO., Inc. (Tysons Corner VA)

VA

02/26/2018 - 07/29/2024

TD AMERITRADE, INC. (Tysons Corner VA)

VA

04/07/2004 - 02/26/2018

SCOTTRADE, INC. (FAIRFAX VA)

NJ

06/30/2001 - 09/26/2002

DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)

NE

06/03/1998 - 06/30/2001

DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)

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Licenses & Designations

BOTH

Issued 02/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2000

Series 4 - Registered Options Principal Examination

BC

Issued 07/13/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Gregory Vincent Gangitano. Review regulatory record here.
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