Edward Groedel Berenato

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

• 05/2019 → 08/2019
  Temple View Capital
  Bethesda, MD
• 08/2016 → 12/2020
  Virginia Polytechnic Insititute & State University
  Blacksburg, VA
• 12/2020 → 11/2021
  Household Title & Escrow
  Bethesda, MD
• 11/2021 → 07/2022
  Atlantic Coast Mortgage
  Washington, DC
• 08/2022 → Present
  Charles Schwab & Co., Inc.
  Tysons Corner, VA
• 08/2022 → Present
  Charles Schwab Bank, Ssb
  Tysons Corner, VA
• 01/2016 → 05/2019
  Unemployed
  Bethesda, MD
• 08/2016 → 12/2020
  Full Time Education
  Blackburg, VA

Exams

• S66 Uniform Combined State Law Examination
  2025-11-03

Other Names

• Edward Berenato
• Ned Berenato
• Edward Groedel Berenato