Donald Wayne Nadeja

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

• 07/2005 → 03/2018
  Scottrade, Inc.
  Pittsburgh, PA
• 04/2018 → Present
  Charles Schwab & Co., Inc.
  Pittsburg, PA
• 04/2018 → Present
  Charles Schwab Bank Ssb
  Pittsburg, PA

Previous Registrations

• 2016-11-29 → 2018-03-08
  Scottrade Investment Management
  Saint Louis, MO
• 2003-08-29 → 2005-07-27
  Td Ameritrade, Inc.
  Pittsburgh, PA

Other Businesses

1) Scott Township Athletic Association | Investment Related:No|Scott Park Lindsay Rd|Carnegie |PA|15106|US|Sports/Physical Recreation|Treasurer|10/11/2021|Less than 20|0|If I am treasurer, mainly paying bills balancing the books. If just a board member organizing the association, voting on matters only dealing with the organization. Meetings are 1 day a month. If a treasurer it would require an additional 4 hours per month

Exams

• S66 Uniform Combined State Law Examination
  2003-07-28
• S63 Uniform Securities Agent State Law Examination
  1994-09-01

Other Names

• Don Nadeja