Evan Lombardo

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

• 06/2022 → 06/2026
  Morgan Stanley
  Denver, CO
• 05/2021 → 05/2022
  Ideal Home Loans
  Denver, CO
• 06/2020 → 11/2020
  Zenith Home Loans
  Greenwood Village, CO
• 05/2019 → 08/2019
  Adolfson & Peterson Construction
  Aurora, CO
• 01/2019 → 05/2019
  Riddle & Bloom
  Boston, MA
• 06/2017 → 08/2017
  Nordstrom Rack
  Lone Tree, CO
• 06/2016 → 09/2016
  Perfect Pools
  Centennial, CO
• 08/2013 → 05/2017
  Full Time Education
  Aurora, CO
• 08/2017 → 05/2021
  Full Time Education
  Boulder, CO
• 06/2026 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Previous Registrations

• 2022-12-21 → 2026-06-16
  Morgan Stanley
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-12-21

Other Names

• Evan T Lombardo