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Robert Michael Freddino

Charles Schwab & Co., Inc.

Reston, VA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-02
VA RA APPROVED 2012-12-03
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • VA RA
    APPROVED
    Since 2012-12-03

Branch Locations

11953 Freedom Drive, Reston, VA 20190 • 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. Reston VA 11/2012 Present
Charles Schwab Bank Reston VA 11/2012 Present
Previous Registrations
  • 2008-01-11 → 2012-11-09
    Strategic Advisers Llc
    San Diego, CA
    Tysons Corner, VA
  • 2006-04-25 → 2007-09-18
    Td Ameritrade, Inc.
    La Jolla, CA
    San Diego, CA
  • 2006-05-05 → 2007-09-18
    Td Ameritrade Investment Management, Llc
    La Jolla, CA
  • 2002-11-21 → 2003-02-10
    Quick & Reilly, Inc.
    Rancho Bernardo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-06
S63 Uniform Securities Agent State Law Examination 1998-08-11
  • S65 Uniform Investment Adviser Law Examination
    1999-04-06
  • S63 Uniform Securities Agent State Law Examination
    1998-08-11
Other Names
  • Robert Michael Freddino
  • Robert Freddino
  • Robert Michael Freddino

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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