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Erik Montalvo

Charles Schwab & Co., Inc.

Lancaster, PA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-28
  • PA RA
    APPROVED
    Since 2026-04-28

Branch Locations

2094 Grand Street Suite 4340, Lancaster, PA 17601-1236 • 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
M&T Securities Lancaster PA 10/2014 12/2019
M&T Bank Lancaster PA 02/2015 12/2019
Morgan Stanley Lancaster PA 01/2020 02/2026
Morgan Stanley Private Bank, N.A Lancaster PA 03/2023 02/2026
Unemployed Harrisburg PA 02/2026 04/2026
Charles Schwab & Co., Inc. Lancaster PA 04/2026 Present
Charles Schwab Bank Lancaster PA 04/2026 Present
  • 10/2014 → 12/2019
    M&T Securities
    Lancaster, PA
  • 02/2015 → 12/2019
    M&T Bank
    Lancaster, PA
  • 01/2020 → 02/2026
    Morgan Stanley
    Lancaster, PA
  • 03/2023 → 02/2026
    Morgan Stanley Private Bank, N.A
    Lancaster, PA
  • 02/2026 → 04/2026
    Unemployed
    Harrisburg, PA
  • 04/2026 → Present
    Charles Schwab & Co., Inc.
    Lancaster, PA
  • 04/2026 → Present
    Charles Schwab Bank
    Lancaster, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-21
  • S66 Uniform Combined State Law Examination
    2012-12-21
Other Names
  • Erik Montalvo
  • Erik D Montalvo

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LANCASTER, PA
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GREENSPRING ADVISORS, LLC · LANCASTER, PA
J. W. COLE ADVISORS, INC. · Lancaster, PA
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