Paul Bernard Gesina

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 12/2021
  E*Trade Securities Llc
  Gilbert, AZ
• 01/2016 → 12/2023
  E*Trade Capital Management Llc
  Gilbert, AZ
• 04/2021 → 09/2025
  Morgan Stanley
  Gilbert, AZ
• 09/2023 → 09/2025
  Morgan Stanley
  Gilbert, AZ
• 09/2023 → 09/2025
  Morgan Stanley
  Gilbert, AZ
• 09/2025 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2025 → Present
  Charles Schwab Bank
  Phoenix, AZ

Previous Registrations

• 2023-09-05 → 2025-09-03
  Morgan Stanley
  Gilbert, AZ
• 2016-01-28 → 2023-09-05
  Harrisdirect Llc
  Scottsdale, AZ
  Arlington, VA
  Gilbert, AZ
• 2014-09-18 → 2016-01-19
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2014-09-08
• S63 Uniform Securities Agent State Law Examination
  1998-03-09

Designations

• Certified Financial Planner

Other Names

• Paul Bernard Gesina
• Paul Gesina