Best Investors Account Sign in
Inactive

Andrea Livingston

Charles Schwab & Co., Inc.

Phoenix, AZ

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-02-12
CA RA APPROVED 2018-10-15
  • AZ RA
    APPROVED
    Since 2026-02-12
  • CA RA
    APPROVED
    Since 2018-10-15

Branch Locations

8040 South 48Th Street, Phoenix, AZ 85044 • 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
Unemployed Tempe AZ 12/2017 09/2018
Charles Schwab & Co., Inc. Phoenix AZ 09/2018 Present
Financial Engines Advisors L.L.C. Phoenix AZ 02/2011 12/2017
  • 12/2017 → 09/2018
    Unemployed
    Tempe, AZ
  • 09/2018 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 02/2011 → 12/2017
    Financial Engines Advisors L.L.C.
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-06
S63 Uniform Securities Agent State Law Examination 2007-12-17
  • S65 Uniform Investment Adviser Law Examination
    2011-05-06
  • S63 Uniform Securities Agent State Law Examination
    2007-12-17
Other Names
  • Andrea Matrecito

View on SEC IAPD

Other Firms

EW ADVISER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
KESTRA ADVISORY SERVICES, LLC
SMEAD CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor