Anthony Loyola Masterson

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

• 01/2009 → 05/2017
  Td Ameritrade Investment Management, Llc
  Santa Monica, CA
• 05/2017 → 04/2019
  Edelman Financial Engines Advisors L.L.C.
  Torrance, CA
• 04/2019 → 06/2020
  Jp Morgan Securities, Llc
  Manhattan Beach, CA
• 04/2019 → 06/2020
  Jp Morgan Chase Bank, N.A.
  Manhattan Beach, CA
• 01/2009 → 05/2017
  Td Ameritrade, Inc.
  Santa Monica, CA
• 06/2020 → 09/2020
  E*Trade Securities Llc
  Torrance, CA
• 06/2020 → 09/2020
  E*Trade Capital Management Llc
  Torrance, CA
• 09/2020 → 09/2023
  E*Trade Securities Llc
  Greenwood Village, CO
• 09/2020 → 09/2023
  E*Trade Capital Management Llc
  Greenwood Village, CO
• 01/2023 → 09/2023
  Morgan Stanley
  Greenwood Village, CO
• 11/2023 → 07/2024
  Mercer Global Advisors Inc.
  Denver, CO
• 04/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 04/2025 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 08/2024 → 03/2025
  Unemployed
  Denver, CO

Previous Registrations

• 2023-12-11 → 2024-07-11
  Mercer Global Advisors Inc.
  Denver, CO
  Denver, CO
• 2020-07-15 → 2023-08-14
  Harrisdirect Llc
  Rolling Hills, CA
  Torrance, CA
  Arlington, VA
  Los Angeles, CA
  Greenwood Village, CO
• 2019-05-02 → 2020-07-09
  J.P. Morgan Securities Llc
  Manhattan Beach, CA
  Manhattan Beach, CA
  Los Angeles, CA
• 2017-05-04 → 2019-05-02
  Edelman Financial Engines
  Los Angeles, CA
• 2009-01-14 → 2017-05-09
  Td Ameritrade, Inc.
  Beverly Hills, CA
  Los Angeles, CA
• 2009-01-14 → 2017-05-09
  Td Ameritrade Investment Management, Llc
  Beverly Hills, CA
  Santa Monica, CA
• 2002-10-25 → 2009-01-06
  Ameriprise Financial Services, Llc
  Long Beach, CA
  Los Angeles, CA
  Newport Beach, CA
  Irvine, CA

Other Businesses

1) Self / Landlord | Investment Related:No|821 Bay St. Unit A2|Santa Monica|CA|90405|USA|Other|Landlord|2/1/2018|Less than 20|0|Manage rental property, collect rent, provide maintenance as needed, 2) Self / Landlord | Investment Related:No|9000 South Cullen Way|Inglewood|CA|90305|USA|Other|Landlord|2/1/2016|Less than 20|0|Manage rental property, collect rent, provide maintenance as needed, 3) Self / Landlord | Investment Related:No|4-856 Kuhio Highway Unit 103|Kapaa|HI|96746|USA|Other|Landlord|8/1/2015|Less than 20|0|Manage rental property, collect rent, provide maintenance as needed, 4) Landlord / Self | Investment Related:No|3811 Edward Rd. Unit 4204|Princeville|HI|96722|USA|Other|Landlord|5/29/2026|Less than 20|0| Manage rental property, collect rent, provide maintenance as needed

Exams

• S66 Uniform Combined State Law Examination
  2002-10-24

Other Names

• Anthony Masterson
• Anthony Loyola Masterson