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Gianni Peter Uglialoro

Charles Schwab & Co., Inc.

Marco Island, FL

Palm Beach Gardens, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-16
  • FL RA
    APPROVED
    Since 2025-09-16

Branch Locations

1017 N. Collier Blvd. Store #10-14, Marco Island, FL 34145 • United States

4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • 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
Wells Fargo Bank Bonita Springs FL 11/2023 04/2025
Full Time Education Flushing NY 08/2019 06/2023
Full Time Education Briarwood NY 07/2015 06/2019
Charles Schwab & Co., Inc. Marco Island FL 05/2025 Present
Charles Schwab Bank, Ssb Marco Island FL 05/2025 Present
Cross County Savings Bank Middle Village NY 06/2023 10/2023
New York Life Insurance Company Lake Success NY 09/2022 03/2023
Milestone Realty Ridgewood NY 10/2022 01/2023
  • 11/2023 → 04/2025
    Wells Fargo Bank
    Bonita Springs, FL
  • 08/2019 → 06/2023
    Full Time Education
    Flushing, NY
  • 07/2015 → 06/2019
    Full Time Education
    Briarwood, NY
  • 05/2025 → Present
    Charles Schwab & Co., Inc.
    Marco Island, FL
  • 05/2025 → Present
    Charles Schwab Bank, Ssb
    Marco Island, FL
  • 06/2023 → 10/2023
    Cross County Savings Bank
    Middle Village, NY
  • 09/2022 → 03/2023
    New York Life Insurance Company
    Lake Success, NY
  • 10/2022 → 01/2023
    Milestone Realty
    Ridgewood, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-15
  • S66 Uniform Combined State Law Examination
    2025-09-15
Other Names
  • Gianni Uglialoro

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · Marco Island, FL
EDWARD JONES · Marco Island, FL
CONNECTICUT WEALTH MANAGEMENT, LLC · Marco Island, FL
CHARLES SCHWAB & CO., INC. · Marco Island, FL
MORGAN STANLEY · Marco Island, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MARCO ISLAND, FL
CLEARSHARES LLC · MARCO ISLAND, FL
CIC, LLC · MARCO ISLAND, FL

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