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Anthony Dominick Angelini

Charles Schwab & Co., Inc.

Albany, NY

Pittsford, NY

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-01-26
  • NY RA
    APPROVED
    Since 2022-01-26

Branch Locations

677 Broadway, Albany, NY 12207-2985 • United States

1250 Pittsford Victor Rd - Bldg 200 Suite 190, Pittsford, NY 14534-9500 • 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
The Ayco Company, L.P./Mercer Allied Latham NY 01/2018 09/2019
Northwestern Mutual Albany NY 05/2017 12/2017
Clarkson University Potsdam NY 08/2014 12/2017
The Ayco Company, L.P./Goldman Sachs Latham NY 10/2019 09/2020
Equitable Advisors, Llc New York NY 09/2020 12/2020
Td Ameritrade Albany NY 02/2021 12/2022
Unemployed N/A NY 12/2020 01/2021
Charles Schwab And Co., Inc. Albany NY 12/2022 Present
Charles Schwab Bank Albany NY 09/2024 Present
  • 01/2018 → 09/2019
    The Ayco Company, L.P./Mercer Allied
    Latham, NY
  • 05/2017 → 12/2017
    Northwestern Mutual
    Albany, NY
  • 08/2014 → 12/2017
    Clarkson University
    Potsdam, NY
  • 10/2019 → 09/2020
    The Ayco Company, L.P./Goldman Sachs
    Latham, NY
  • 09/2020 → 12/2020
    Equitable Advisors, Llc
    New York, NY
  • 02/2021 → 12/2022
    Td Ameritrade
    Albany, NY
  • 12/2020 → 01/2021
    Unemployed
    N/A, NY
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Albany, NY
  • 09/2024 → Present
    Charles Schwab Bank
    Albany, NY
Previous Registrations
  • 2021-03-30 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Albany, NY
  • 2021-03-30 → 2022-10-14
    Td Ameritrade, Inc.
    Albany, NY
    Pittsford, NY
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-29
S63 Uniform Securities Agent State Law Examination 2018-05-04
  • S66 Uniform Combined State Law Examination
    2021-03-29
  • S63 Uniform Securities Agent State Law Examination
    2018-05-04
Other Names
  • Anthony Angelini
  • Anthony Dominick Angelini
  • Anthony D Angelini

View on SEC IAPD

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GEORGE NICHOLAS BROWN
JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

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