Best Investors Account Sign in

Annalea Ambraziejus

Charles Schwab & Co., Inc.

Boston, MA

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

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-01-27
  • CT RA
    APPROVED
    Since 2022-01-27

Branch Locations

127 Congress Street Floor 01, Boston, MA 02110-2511 • 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
University Of Alabama-Gorgas Library Tuscaloosa AL 08/2016 05/2018
Balance Wealth Advisors Wellesley MA 05/2017 12/2017
Td Ameritrade, Inc. Columbia MD 06/2018 12/2022
University Of Alabama Tuscaloosa AL 08/2014 05/2018
Charles Schwab & Co., Inc. Boston MA 12/2022 Present
Charles Schwab Bank Boston MA 07/2024 Present
  • 08/2016 → 05/2018
    University Of Alabama-Gorgas Library
    Tuscaloosa, AL
  • 05/2017 → 12/2017
    Balance Wealth Advisors
    Wellesley, MA
  • 06/2018 → 12/2022
    Td Ameritrade, Inc.
    Columbia, MD
  • 08/2014 → 05/2018
    University Of Alabama
    Tuscaloosa, AL
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Boston, MA
  • 07/2024 → Present
    Charles Schwab Bank
    Boston, MA
Previous Registrations
  • 2018-09-11 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Columbia, MD
    Columbia, MD
    Burlington, MA
    Burlington, MA
    Burlington, MA
  • 2018-09-11 → 2022-10-14
    Td Ameritrade, Inc.
    Columbia, MD
    Burlington, MA
    Omaha, NE
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-07
  • S66 Uniform Combined State Law Examination
    2018-09-07
Other Names
  • Annie Ambraziejus

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor