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Natalie Pisaro

Charles Schwab & Co., Inc.

Denver, CO

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-07-29
  • CO RA
    APPROVED
    Since 2021-07-29

Branch Locations

1701 Platte Street Suite 131, Denver, CO 80202 • 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
OrganizationCityStateFromTo
Morgan Stanley Orlando FL 02/2014 02/2017
Morgan Stanley Private Bank, National Association New York NY 01/2015 02/2017
Charles Schwab & Co., Inc. Orlando FL 03/2017 03/2020
Schwab Private Client Investment Advisor Inc. Orlando FL 03/2017 01/2018
Facet Wealth Denver CO 03/2020 06/2021
Charles Schwab & Co., Inc. Denver CO 07/2021 Present
Charles Schwab Bank, Ssb Denver CO 07/2021 Present
  • 02/2014 → 02/2017
    Morgan Stanley
    Orlando, FL
  • 01/2015 → 02/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 03/2017 → 03/2020
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 03/2017 → 01/2018
    Schwab Private Client Investment Advisor Inc.
    Orlando, FL
  • 03/2020 → 06/2021
    Facet Wealth
    Denver, CO
  • 07/2021 → Present
    Charles Schwab & Co., Inc.
    Denver, CO
  • 07/2021 → Present
    Charles Schwab Bank, Ssb
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-25
  • S66 Uniform Combined State Law Examination
    2014-04-25
Designations
Other Names
  • Natalie Chaves

View on SEC IAPD

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CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

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TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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