Thomas John Adamo

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

• 03/2014 → 03/2019
  Usmc
  Oceanside, CA
• 01/2019 → 02/2019
  Chipotle
  Carlsbad, CA
• 02/2019 → 08/2020
  Unemployed
  Mission Viejo, CA
• 08/2020 → 12/2020
  Autism Behavioral Services
  Lake Forest, CA
• 01/2021 → 08/2021
  Unemployed
  Denver, CO
• 01/2025 → 04/2025
  Unemployed
  Aurora, CO
• 08/2021 → 12/2023
  Full-Time Education
  Denver, CO
• 01/2024 → 12/2024
  Full-Time Education
  Denver, CO
• 06/2023 → 08/2023
  Charles Schwab
  Westlake, TX
• 10/2024 → 01/2025
  Populus / Aparium Hospitality
  Denver, CO
• 04/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-07-18

Other Names

• Tom Adamo