Christopher John Curcuro

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

• 01/2018 → 06/2018
  Mercer Global Advisors Inc.
  Santa Barbara, CA
• 06/2018 → 05/2021
  Td Ameritrade
  Carmichael, CA
• 05/2021 → Present
  Charles Schwab & Co., Inc.
  Carmichael, CA
• 11/1998 → 01/2018
  Fidelity Brokerage Services, Inc.
  Campbell, CA

Previous Registrations

• 2018-06-14 → 2021-07-08
  Td Ameritrade Investment Management, Llc
  Carmichael, CA
• 2018-06-14 → 2021-07-07
  Td Ameritrade, Inc.
  Carmichael, CA
  Glen Allen, VA
  Westlake, TX
• 2018-01-22 → 2018-06-04
  Mercer Global Advisors Inc.
  Santa Barbara, CA
• 1998-11-25 → 2018-01-26
  Strategic Advisers Llc
  Sacramento, CA
  Portland, OR
  Thousand Oaks, CA
  Sacramento, CA
  Sacramento, CA
  Sunnyvale, CA
  Walnut Creek, CA

Other Businesses

CA North Referee Administration|Investment Related:No|32 Hamilton Drive Suite H;Novato;CA;94949;USA|Sports/Physical Recreation|Soccer Referee|2018-07-14|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Referee for competitive and recreational youth soccer leagues.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-22
• S63 Uniform Securities Agent State Law Examination
  1994-11-28

Designations

• Certified Financial Planner