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Nicholas Gerard Sacco

Charles Schwab & Co., Inc.

New York City, NY

CRD 7735500

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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
NJ RA APPROVED 2026-01-02
  • NJ RA
    APPROVED
    Since 2026-01-02

Branch Locations

60 E 42Nd St Ground Floor, New York City, NY 10165-0007 • 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 New York City NY 09/2025 Present
Rsm Us Llp New York City NY 07/2025 09/2025
Rsm Us Llp New York City NY 06/2024 08/2024
Full Time Education Ewing NJ 08/2021 05/2025
Unemployed Martinsville NJ 05/2016 08/2021
Charles Schwab Bank, Ssb New York City NY 04/2026 Present
  • 09/2025 → Present
    Charles Schwab & Co., Inc
    New York City, NY
  • 07/2025 → 09/2025
    Rsm Us Llp
    New York City, NY
  • 06/2024 → 08/2024
    Rsm Us Llp
    New York City, NY
  • 08/2021 → 05/2025
    Full Time Education
    Ewing, NJ
  • 05/2016 → 08/2021
    Unemployed
    Martinsville, NJ
  • 04/2026 → Present
    Charles Schwab Bank, Ssb
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-30
  • S66 Uniform Combined State Law Examination
    2025-12-30
Other Names
  • Nicholas Sacco

View on SEC IAPD

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