Philip Jude Cenedella

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

Authority	Category	Status	Date
CO	RA	APPROVED	2026-01-26

CO RA
APPROVED

Since 2026-01-26

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	11/2023	Present
University Of Colorado Denver	Denver	CO	11/2022	09/2023
Wells Fargo	Denver	CO	12/2016	10/2022
Wells Fargo	Englewood	CO	01/2014	12/2016

11/2023 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
11/2022 → 09/2023

University Of Colorado Denver

Denver, CO
12/2016 → 10/2022

Wells Fargo

Denver, CO
01/2014 → 12/2016

Wells Fargo

Englewood, CO

Other Businesses

Breadbox | Investment Related: No | Performing/Fine Arts | Musician and Band Manager | Start date: 2021-05-31 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | Playing music (guitarist and vocalist) at venues for compensation. Responsible for booking and promoting shows on social media. Coordinating performance and compensation details with venue management.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-26
S63	Uniform Securities Agent State Law Examination	2024-03-18

S66 Uniform Combined State Law Examination

2026-01-26
S63 Uniform Securities Agent State Law Examination

2024-03-18

Other Names

Phil Cenedella
Phil Jude Cenedella

View on SEC IAPD