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Gary Marzotto

Charles Schwab & Co., Inc.

Mt Kisco, NY

Scarsdale, NY

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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 2023-01-03
NY RA APPROVED 2021-07-28
  • TX RA
    APPROVED
    Since 2023-01-03
  • NY RA
    APPROVED
    Since 2021-07-28

Branch Locations

77 South Moger Ave, Mt Kisco, NY 10549 • United States

880 Central Park Avenue, Scarsdale, NY 10583 • 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
Fidelity Investments Manhattan NY 10/2012 06/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 06/2021
Charles Schwab & Co., Inc. Scarsdale NY 07/2021 Present
Charles Schwab Bank, Ssb Scarsdale NY 07/2021 Present
  • 10/2012 → 06/2021
    Fidelity Investments
    Manhattan, NY
  • 07/2018 → 06/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 07/2021 → Present
    Charles Schwab & Co., Inc.
    Scarsdale, NY
  • 07/2021 → Present
    Charles Schwab Bank, Ssb
    Scarsdale, NY
Previous Registrations
  • 2018-07-13 → 2021-06-09
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2015-03-17 → 2018-07-13
    Strategic Advisers Llc
    Mt Kisco, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-01
  • S66 Uniform Combined State Law Examination
    2013-04-01
Designations
Other Names
  • Gary Martin Marzotto
  • Gary M. Marzotto

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · MOUNT KISCO, NY
KEY INVESTMENT SERVICES LLC · MT. KISCO, NY
J.P. MORGAN SECURITIES LLC · Mount Kisco, NY
J.P. MORGAN SECURITIES LLC · MOUNT KISCO, NY
INTERSTATE FINANCIAL GROUP, INC. · MT. KISCO, NY
EDWARD JONES · MT KISCO, NY
DSM CAPITAL PARTNERS · MOUNT KISCO, NY
OSAIC WEALTH, INC. · MOUNT KISCO, NY

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