Anthony Joseph Lobalbo

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

• 07/2015 → 02/2022
  Charles Schwab Bank
  Tysons Corner, VA
• 07/2015 → Present
  Charles Schwab & Co., Inc.
  Gainesville, VA
• 02/2022 → Present
  Charles Schwab Premiere Bank
  Gainesville, VA
• 12/2025 → Present
  Charles Schwab Bank
  Gainesville, VA

Previous Registrations

• 2009-10-23 → 2015-07-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
  Vienna, VA
  Reston, VA
  Bristow, VA
  Richmond, VA
  Gainesville, VA
  Leesburg, VA
• 2008-10-13 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Mclean, VA
• 2008-02-26 → 2008-09-30
  Ameriprise Financial Services, Llc
  Vienna, VA

Other Businesses

1) Animal Education and Rescue Organization (A.E.R.O) | Investment Related:No|Nonprofit Charitable Organizations|Director, Secretary - Member at Large|6/8/2022|Less than 20|0|Board member and Director/Secretary for A.E.R.O non-profit organization. Minute taking, notes and end of year annual reporting.

Exams

• S66 Uniform Combined State Law Examination
  2008-02-25