Giselle Colavita, financial advisor Bethesda MD
83 score

Giselle Colavita

CRD Number: 4469879
Current Firm: Charles Schwab & Company, Inc.

Giselle Colavita (CRD# 4469879) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bethesda, MD and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Bethesda, MD Nov 2006 - Current 10
Charles Schwab Bank Bethesda, MD Nov 2006 - Current 10
Self-employed Reston, VA Oct 2010 - Jan 2015 4
Self-employed Cetreville, VA Oct 2010 - Jan 2015 4
H&r Block Financial Advisors, Inc. Fairfax, VA Aug 2003 - Nov 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S66 NASAA Uniform Combined State Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Giselle C. Colavita
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
83

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