Christopher A Donofrio

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

• 12/2009 → 04/2017
  Td Ameritrade Inc
  Scottsdale, AZ
• 12/2018 → 08/2021
  E*Trade Securities Llc
  Gilbert, AZ
• 12/2018 → 08/2021
  E*Trade Capital Management Llc
  Gilbert, AZ
• 04/2017 → 12/2018
  Unemployed
  Scottsdale, AZ
• 08/2021 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2021 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Previous Registrations

• 2018-12-26 → 2021-09-16
  Harrisdirect Llc
  Scottsdale, AZ
  Arlington, VA
  Gilbert, AZ
• 2009-12-21 → 2017-04-06
  Td Ameritrade, Inc.
  Scottsdale, AZ
• 2009-12-21 → 2017-04-06
  Td Ameritrade Investment Management, Llc
  Scottsdale, AZ
  Scottsdale, AZ
• 2009-07-20 → 2009-11-16
  Capital Trust Wealth Management
  Scottsdale, AZ
• 2008-08-04 → 2009-05-28
  Citigroup Global Markets Inc.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2008-07-28
• S63 Uniform Securities Agent State Law Examination
  1994-11-29

Other Names

• Christopher Anthony Donofric
• Christopher A Donofrio
• Christopher Anthony Donofrio
• Chris Donofrio
• Christopher Donofrio