Gerardo Calderon

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

• 06/2015 → 10/2018
  Fidelity Brokerage Services Llc
  Westlake, TX
• 10/2018 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 11/2018 → 07/2024
  Bank Of America, N.A.
  Fort Worth, TX
• 07/2024 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 07/2024 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Previous Registrations

• 2018-11-30 → 2024-07-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
  New York, NY
  Flower Mound, TX
  Irving, TX
  Lewisville, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX

Other Businesses

Junior Achievement of the Chisholm Trail|Investment Related:No|6300 Ridglea Pl #400;Fort Worth;TX;76116;USA|Nonprofit Charitable Organizations|Board Member|2020-01-20|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Quarterly meetings with board members to discuss the progress the nonprofit has made in advancing their mission.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-29
• S63 Uniform Securities Agent State Law Examination
  2015-07-31

Designations

• Certified Financial Planner