Natalie Ann Rivosecchi

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

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-03-18

AZ RA
APPROVED

Since 2025-03-18

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Phoenix	AZ	10/2014	Present
Schwab Wealth Advisory Inc	Phoenix	AZ	09/2015	03/2025
Hf Management Llc	Scottsdale	AZ	03/2017	Present

10/2014 → Present

Charles Schwab & Co., Inc.

Phoenix, AZ
09/2015 → 03/2025

Schwab Wealth Advisory Inc

Phoenix, AZ
03/2017 → Present

Hf Management Llc

Scottsdale, AZ

Previous Registrations

2015-09-03 → 2025-03-11

Schwab Wealth Advisory, Inc.

Phoenix, AZ
2010-09-09 → 2014-10-29

Usaa Financial Planning Services

Phoenix, AZ

Other Businesses

HF Management LLC, non investment-related, Scottsdale, AZ., Real Estate/Property Management, Owner of LLC, 03/17/2017, less than 20 hours per month, 0 during securities trading hours, Owner of LLC, work with existing property management company as a decision maker.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-09-01

S66 Uniform Combined State Law Examination

2010-09-01

Designations

Certified Financial Planner

Other Names

Natalie Ann Romano

View on SEC IAPD