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Allegra Cecilia Sasser

Charles Schwab & Co., Inc.

Lone Tree, CO

Westlake, TX

CRD 7140581

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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
CO RA APPROVED 2022-11-27
  • CO RA
    APPROVED
    Since 2022-11-27

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

3000 Schwab Way, Westlake, TX 76262 • 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
Charles Schwab & Co., Inc. Lone Tree CO 02/2021 Present
Robasciotti & Philipson San Francisco CA 06/2018 09/2018
Sasser Investment Management Oakland CA 06/2017 09/2017
University Of California Santa Barbara Santa Barbara CA 09/2016 09/2020
Charles Schwab & Co., Inc. Oakland CA 06/2019 08/2019
University Of Californa Santa Barbara Santa Barbara CA 09/2017 06/2018
University Of California Santa Barbara Santa Barbara CA 09/2018 06/2019
Unemployed Berkeley CA 09/2020 02/2021
  • 02/2021 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 06/2018 → 09/2018
    Robasciotti & Philipson
    San Francisco, CA
  • 06/2017 → 09/2017
    Sasser Investment Management
    Oakland, CA
  • 09/2016 → 09/2020
    University Of California Santa Barbara
    Santa Barbara, CA
  • 06/2019 → 08/2019
    Charles Schwab & Co., Inc.
    Oakland, CA
  • 09/2017 → 06/2018
    University Of Californa Santa Barbara
    Santa Barbara, CA
  • 09/2018 → 06/2019
    University Of California Santa Barbara
    Santa Barbara, CA
  • 09/2020 → 02/2021
    Unemployed
    Berkeley, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-26
  • S66 Uniform Combined State Law Examination
    2021-10-26
Other Names
  • Allegra C. Sasser
  • Allegra Sasser

View on SEC IAPD

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