Alyssa Estro (CRD# 7538499) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | Boston, MA | Sep 2023 - Current | < 1 |
Emo Trans | Garden City, NY | Jan 2019 - Sep 2023 | 4 |
Full Time Education | Geneseo, NY | Jun 2019 - May 2023 | 3 |
Dirty Taco And Tequila | Woodbury, NY | Jun 2021 - Aug 2021 | < 1 |
Nassau County Summer Recreatio | Lido Beach, NY | Jun 2019 - Aug 2019 | < 1 |
Full Time Education | Wantagh, NY | Sep 2013 - Jun 2019 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- CT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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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