Christie Ann Giovacchini

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

• 08/2006 → 04/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 04/2019 → Present
  Charles Schwab & Co., Inc.
  New York City, NY
• 04/2019 → Present
  Charles Schwab Bank
  New York City, NY
• 02/2022 → 06/2024
  Td Ameritrade, Inc.
  New York City, NY

Previous Registrations

• 2022-02-08 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
  New York City, NY
  New York, NY
• 2006-12-21 → 2019-04-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY
  New York, NY
  Pennington, NJ
  New York, NY
  Atlanta, GA
  New York, NY

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2006-12-20

Other Names

• Christie Najecki
• Christie Ann Najecki
• Christie Giovacchini