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Joseph Buccheri

Charles Schwab & Co., Inc.

Red Bank, NJ

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-09
  • NJ RA
    APPROVED
    Since 2026-02-09

Branch Locations

55 Broad St, Red Bank, NJ 07701 • 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
Merrill Lynch, Pierce, Fenner & Smith Inc. Pennington NJ 04/2015 12/2025
Bank Of America N.A. Pennington NJ 04/2015 12/2025
Charles Schwab & Co., Inc Red Bank NJ 01/2026 Present
Charles Schwab Bank Red Bank NJ 01/2026 Present
  • 04/2015 → 12/2025
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    Pennington, NJ
  • 04/2015 → 12/2025
    Bank Of America N.A.
    Pennington, NJ
  • 01/2026 → Present
    Charles Schwab & Co., Inc
    Red Bank, NJ
  • 01/2026 → Present
    Charles Schwab Bank
    Red Bank, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-22
S63 Uniform Securities Agent State Law Examination 2012-05-17
  • S66 Uniform Combined State Law Examination
    2015-05-22
  • S63 Uniform Securities Agent State Law Examination
    2012-05-17
Other Names
  • Joseph James Buccheri

View on SEC IAPD

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CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ
WBI INVESTMENTS, LLC · RED BANK, NJ
PRINCETON CAPITAL MANAGEMENT LLC · RED BANK, NJ
ATLAS PRIVATE WEALTH ADVISORS · RED BANK, NJ
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