Sarah Vito

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

• 10/2015 → 07/2018
  Fidelity Investments
  Greenwood Village, CO
• 09/2018 → 01/2020
  Vista Management Company
  Tallahassee, FL
• 10/2018 → 12/2019
  Fbmc Benefits Management, Inc.
  Tallahassee, FL
• 07/2018 → 09/2018
  Unemployed
  Tallahassee, FL
• 01/2020 → 03/2021
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 06/2021 → Present
  Charles Schwab & Co., Inc.
  Fort Collins, CO
• 06/2021 → 04/2025
  Schwab Wealth Advisory Inc
  Lone Tree, CO
• 04/2025 → Present
  Charles Schwab Bank, Ssb
  Fort Collins, CO

Previous Registrations

• 2021-07-26 → 2025-04-24
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 2020-05-26 → 2021-03-17
  First Command Advisory Services
  Fort Worth, TX
  Davie, FL
• 2019-07-25 → 2020-02-25
  Vista Management Company
  Tallahasse, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-23
• S63 Uniform Securities Agent State Law Examination
  2015-12-14

Other Names

• Sarah Elizabeth Vito
• Sarah E Vito