Nickitas Panayotou

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

• 06/2024 → 08/2024
  Charles Schwab
  Menlo Park, CA
• 06/2018 → 09/2020
  Nv5
  Burlingame, CA
• 01/2023 → 06/2024
  Nickitas 7280
  Burlingame, CA
• 10/2015 → 06/2017
  Full Time Education
  Burlingame, CA
• 09/2021 → 06/2025
  Full Time Education
  Santa Clara, CA
• 08/2017 → 05/2021
  Full Time Education
  San Mateo, CA
• 08/2024 → 10/2025
  Nickitas 7280
  Burlingame, CA
• 09/2020 → 01/2023
  Unemployed
  Hillsborough, CA
• 10/2025 → Present
  Charles Schwab & Co., Inc.
  Menlo Prak, CA

Other Businesses

1) Golden Anchor Auctions Incoporated | Investment Related:No||Automotive Sales|CEO/president/board member|2025-07-17||0|my role at this company currently involves little to no responsibility. The company is not operational, and even once it is, it will (as it is now) be run by the two other owners. My only contribution would be answering a scarce question from those running the company, which will always be after hours. I am not fulfilling the responsibilities of a Ceo/president, or getting paid, that is just my legal title.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-16