Cenk Kozulcali

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

• 01/2015 → 08/2018
  Fidelity Brokerage Services Llc
  Milburn, NJ
• 07/2018 → 08/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 08/2018 → Present
  Charles Schwab & Co., Inc.
  New York, NY
• 08/2018 → Present
  Charles Schwab Bank
  New York, NY

Previous Registrations

• 2018-07-13 → 2018-09-17
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-02-13 → 2018-07-13
  Strategic Advisers Llc
  Millburn, NJ
• 2007-01-22 → 2009-07-07
  Strategic Advisers Llc
  Marlborough, MA

Other Businesses

Big Panda LLC | Investment related | LLC address in Cleveland, OH; owning properties in: Hoboken, NJ; Newark, NJ; and Cleveland, OH | Real Estate Property Management | Owner | 11/07/2017 | less than 20 hours per month, none during market hours | Own and manage properties | (2) Rental Property | Investment Related | Hoboken, NJ| Real Estate | Owner | Start Date 03/19/2010 | Less than 20 hours per month, none during market hours | Prepare Leases / Send Maintenance. | (3) Rental Property | Investment Related | Newark, NJ | Real Estate | Owner | Start Date 06/15/2011 | Less than 20 hours per month, none during market hours | Prepare Leases / Send Maintenance | (4) Rental Property | Investment Related | Cleveland, OH | Real Estate | Owner | Start Date 12/07/2017 | Less than 20 hours per month, none during market hours | Investment Property

Exams

• S66 Uniform Combined State Law Examination
  2006-12-29
• S63 Uniform Securities Agent State Law Examination
  2005-07-14

Designations

• Certified Financial Planner