Christopher Curcuro, financial advisor Carmichael CA

Christopher Curcuro

CRD Number: 2543988
Current Firm: Charles Schwab & Company, Inc.

Christopher Curcuro (CRD# 2543988) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmichael, CA and has over 29 years of experience in the finance industry. Christopher Curcuro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Carmichael, CA May 2021 - Current 2
Td Ameritrade Carmichael, CA Jun 2018 - May 2021 2
Mercer Global Advisors Inc. Santa Barbara, CA Jan 2018 - Jun 2018 < 1
Fidelity Brokerage Services, Inc. Campbell, CA Nov 1998 - Jan 2018 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1994
S65 NASAA Investment Advisors Law Examination Nov 1996
Contact Info for Christopher J. Curcuro
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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