Selena Nicole Cefaloni

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

• 05/2003 → 07/2018
  Fidelity Brokerage Services Llc
  Mount Kisco, NY
• 07/2018 → Present
  Charles Schwab & Co., Inc.
  Paramus, NJ
• 07/2018 → 03/2020
  Charles Schwab Bank
  Scarsdale, NY
• 08/2022 → 12/2023
  Td Ameritrade, Inc
  Scarsdale, NJ
• 04/2025 → Present
  Charles Schwab Bank, Ssb
  Paramus, NJ

Previous Registrations

• 2022-08-02 → 2022-10-14
  Td Ameritrade, Inc.
  Scarsdale, NY
  Los Angeles, CA
• 2005-07-20 → 2009-07-06
  Strategic Advisers Llc
  Roslyn, NY
  Scarsdale, NY

Exams

• S66 Uniform Combined State Law Examination
  2001-11-19
• S63 Uniform Securities Agent State Law Examination
  1999-04-12

Other Names

• Selena Russo
• Selena Nicole Russo
• Selena Cefaloni