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Zachary Daniel Nero

Charles Schwab & Co., Inc.

Westlake, OH

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-10-16
  • OH RA
    APPROVED
    Since 2023-10-16

Branch Locations

2341 Crocker Rd, Westlake, OH 44145 • 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
The Milestone Center Akron OH 05/2013 10/2022
Wall Street Strategies, Inc. Akron OH 04/2015 06/2017
Cape Securities, Inc. Mcdonough GA 06/2017 08/2018
Planmember Securities Corporation Carpinteria CA 08/2018 07/2019
1St Responder Financial Advisors Copley OH 08/2018 10/2022
American Global Wealth Management Mcdonough GA 07/2019 10/2022
Charles Schwab & Co., Inc. Westlake OH 10/2022 Present
Charles Schwab Bank, Ssb Westlake OH 10/2022 Present
  • 05/2013 → 10/2022
    The Milestone Center
    Akron, OH
  • 04/2015 → 06/2017
    Wall Street Strategies, Inc.
    Akron, OH
  • 06/2017 → 08/2018
    Cape Securities, Inc.
    Mcdonough, GA
  • 08/2018 → 07/2019
    Planmember Securities Corporation
    Carpinteria, CA
  • 08/2018 → 10/2022
    1St Responder Financial Advisors
    Copley, OH
  • 07/2019 → 10/2022
    American Global Wealth Management
    Mcdonough, GA
  • 10/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, OH
  • 10/2022 → Present
    Charles Schwab Bank, Ssb
    Westlake, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-09
  • S66 Uniform Combined State Law Examination
    2023-10-09
Other Names
  • Zachary D Nero
  • Zach Nero

View on SEC IAPD

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Other Offices

PARADIGM WEALTH MANAGEMENT, LLC · WESTLAKE, OH
HIGHLAND CONSULTING ASSOCIATES INC. · CLEVELAND, OH
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. · CLEVELAND, OH
COLETTA CAPITAL, LLC · WESTLAKE, OH
ATHLETES FINANCIAL ADVISERS, LLC · WESTLAKE, OH
MORGAN STANLEY · Westlake, OH
RAYMOND JAMES & ASSOCIATES, INC. · WESTLAKE, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE, OH

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