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Antonio J Ziccardi

Charles Schwab & Co., Inc.

Austin, TX

Austin, TX

CRD 2922555

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2000-02-17
  • TX RA
    APPROVED
    Since 2000-02-17

Branch Locations

1111 W 6Th St. Suite 120, Austin, TX 78703 • United States

11601 Alterra Pkwy Suite 150, Austin, TX 78758 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Austin TX 01/2000 Present
Charles Schwab Bank Ssb Austin TX 02/2005 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-09-25
  • S63 Uniform Securities Agent State Law Examination
    1997-09-25
Other Names
  • Tony Ziccardi
  • Antonio Joseph Ziccardi

View on SEC IAPD

Nearby Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES

Nearby Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner

Nearby Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX

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