Vincent Anthony Abbatiello

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

• 04/2015 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Latham, NY
• 01/2021 → 03/2021
  Goldman Sachs & Co. Llc
  Latham, NY
• 04/2021 → 11/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2021 → 03/2023
  The Vanguard Group, Inc.
  Malvern, PA
• 04/2023 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 04/2023 → Present
  Charles Schwab Bank, Ssb
  Westlake, TX

Previous Registrations

• 2021-06-29 → 2023-03-28
  Vanguard Advisers, Inc.
  Scottsdale, AZ
  Malvern, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-07
• S63 Uniform Securities Agent State Law Examination
  2014-12-31

Designations

• Certified Financial Planner

Other Names

• Vincent Anthony Abbatiello
• Vincent Abbatiello
• Vince Abbatiello