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Peter Anthony Savarese

Charles Schwab & CO., Inc.

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About Peter Anthony Savarese

Peter Savarese is an investment advisor representative at Charles Schwab & CO., Inc. Peter has been in the industry since September 14, 1999 and has worked for many firms including TD Ameritrade, INC., SCOTTRADE, INC., and SIP NORDIC AMERICA LLC. Peter currently holds licenses in all 50 states and the District of Columbia. Peter's specialties include Financial Planning and Portfolio Management.

Firm Information

Peter Savarese 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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Peter Savarese’s Registration & Firm History

CA

04/05/2023 - Present

Charles Schwab & CO., Inc. (Escondido CA)

CA

02/15/2018 - 05/19/2024

TD AMERITRADE, INC. (San Diego CA)

CA

09/20/2013 - 02/15/2018

SCOTTRADE, INC. (ENCINITAS CA)

CT

03/08/2011 - 04/30/2012

SIP NORDIC AMERICA LLC (STAMFORD CT)

MO

10/14/2010 - 03/03/2011

PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)

NY

10/16/2007 - 05/06/2009

ROYAL ALLIANCE ASSOCIATES, INC. (NEW YORK NY)

TX

02/06/2007 - 08/31/2007

WFG INVESTMENTS, INC. (DALLAS TX)

CA

09/16/2002 - 02/21/2006

KELMOORE INVESTMENT COMPANY, INC. (PALO ALTO CA)

CA

04/12/2001 - 07/31/2002

KELMOORE INVESTMENT COMPANY, INC. (PALO ALTO CA)

IL

12/22/1999 - 06/07/2000

CALAMOS FINANCIAL SERVICES, INC. (NAPERVILLE IL)

IL

01/01/1999 - 08/18/1999

B. C. ZIEGLER AND COMPANY (CHICAGO IL)

WI

11/25/1996 - 01/01/1999

GS2 SECURITIES, INC. (MILWAUKEE WI)

CA

02/07/1995 - 10/01/1996

NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)

NA

08/11/1987 - 02/04/1988

AMERICAN SECURITIES & RESEARCH CORPORATION

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Licenses & Designations

IA

Issued 04/17/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/12/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/1996

Series 7 - General Securities Representative Examination

BC

Issued 01/20/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Peter Anthony Savarese.
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