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Angelo Hortizuela San Mateo

Charles Schwab & Co., Inc.

San Mateo, CA

CRD 6578529

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-11-18
  • CA RA
    APPROVED
    Since 2020-11-18

Branch Locations

1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • 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
Jp Morgan Securities Llc San Jose CA 10/2015 03/2020
Jp Morgan Chase Bank San Jose CA 10/2015 03/2020
Charles Schwab & Co., Inc. San Mateo CA 03/2020 Present
Charles Schwab Bank, Ssb San Mateo CA 03/2020 Present
Td Ameritrade, Inc. San Mateo CA 11/2022 06/2024
Td Ameritrade Investment Management, Llc San Mateo CA 11/2022 06/2024
  • 10/2015 → 03/2020
    Jp Morgan Securities Llc
    San Jose, CA
  • 10/2015 → 03/2020
    Jp Morgan Chase Bank
    San Jose, CA
  • 03/2020 → Present
    Charles Schwab & Co., Inc.
    San Mateo, CA
  • 03/2020 → Present
    Charles Schwab Bank, Ssb
    San Mateo, CA
  • 11/2022 → 06/2024
    Td Ameritrade, Inc.
    San Mateo, CA
  • 11/2022 → 06/2024
    Td Ameritrade Investment Management, Llc
    San Mateo, CA
Previous Registrations
  • 2022-11-10 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    San Mateo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-18
S63 Uniform Securities Agent State Law Examination 2015-12-31
  • S66 Uniform Combined State Law Examination
    2020-11-18
  • S63 Uniform Securities Agent State Law Examination
    2015-12-31
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

MARCOS D PASTRANA
DEAN ALAN BECKER
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Nearby Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA

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