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Scott H Dulgarian

Charles Schwab & CO., Inc.

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About Scott H Dulgarian

Scott H Dulgarian is a financial advisor with Charles Schwab & CO., Inc. Scott has been in the industry since January 10, 2007 and is registered with the Securities and Exchange Commission (SEC). Scott is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. Scott holds the Series 66, Series 7, and the Securities Industry Essentials (SIE) licenses. Scott specializes in providing financial planning and investment advice to individuals and families. Scott is licensed to practice in several states, including Colorado, Texas, California, and Arizona. Scott also has experience working with Wells Fargo Investments, LLC.

Firm Information

Scott Dulgarian 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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Scott Dulgarian’s Registration & Firm History

CO

01/02/2019 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

12/08/2006 - 10/15/2007

WELLS FARGO INVESTMENTS, LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 12/27/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2006

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 Scott H Dulgarian.
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