Calvin J Celentano

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 01/2018
  Fidelity Brokerage Services Llc
  Los Gatos, CA
• 06/2018 → 01/2019
  Epstein And White Financial Llc
  San Diego, CA
• 02/2018 → 05/2018
  Unemployed
  San Diego, CA
• 01/2019 → 11/2019
  Td Ameritrade
  San Diego, CA
• 11/2019 → 01/2026
  Fidelity Brokerage Services Llc
  Campbell, CA
• 03/2025 → 01/2026
  Fidelity Investments
  Campbell, CA
• 01/2026 → Present
  Charles Schwab & Co., Inc.
  Pacific Grove, CA
• 01/2026 → Present
  Schwab Wealth Advisory, Inc.
  Pacific Grove, CA

Previous Registrations

• 2025-03-31 → 2026-02-11
  Strategic Advisers Llc
  Carmel, CA
  Carmel, CA
  Campbell, CA
  Pacific Grove, CA
  Boston, MA
• 2019-11-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Diego, CA
• 2019-02-07 → 2019-11-07
  Td Ameritrade, Inc.
  San Diego, CA
• 2019-02-07 → 2019-11-07
  Td Ameritrade Investment Management, Llc
  San Diego, CA
• 2018-06-20 → 2018-12-26
  Epstein And White Financial Llc
  San Diego, CA
• 2012-10-18 → 2018-01-04
  Strategic Advisers Llc
  Campbell, CA
  Los Gatos, CA
  Sunnyvale, CA
• 2012-02-21 → 2012-10-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-17
• S63 Uniform Securities Agent State Law Examination
  2011-08-26

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Cj Celentano
• Calvin Jeffrey Celentano
• Calvin J Celentano
• Calvin Celentano