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Gregory Albiani

Charles Schwab & Co., Inc.

Boca Raton, FL

Westlake, TX

CRD 6839733

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-14
MD RA APPROVED 2021-02-04
TX RA APPROVED 2019-12-09
  • FL RA
    APPROVED
    Since 2024-11-14
  • MD RA
    APPROVED
    Since 2021-02-04
  • TX RA
    APPROVED
    Since 2019-12-09

Branch Locations

Boca Raton, FL • United States

3000 Schwab Way, Westlake, TX 76262-8104 • 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
Charles Schwab & Co., Inc. Boca Raton FL 06/2019 Present
Northwestern Mutual Boca Raton FL 08/2017 09/2017
Florida Atlantic University Boca Raton FL 08/2015 12/2016
University Of Florida Gainesville FL 01/2017 05/2019
Charles Schwab Bank, Ssb Boca Raton FL 02/2021 Present
  • 06/2019 → Present
    Charles Schwab & Co., Inc.
    Boca Raton, FL
  • 08/2017 → 09/2017
    Northwestern Mutual
    Boca Raton, FL
  • 08/2015 → 12/2016
    Florida Atlantic University
    Boca Raton, FL
  • 01/2017 → 05/2019
    University Of Florida
    Gainesville, FL
  • 02/2021 → Present
    Charles Schwab Bank, Ssb
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-09
  • S66 Uniform Combined State Law Examination
    2019-12-09
Other Names
  • Greg Albiani

View on SEC IAPD

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