Nicholas Amodio, financial advisor Encino CA
93 score

Nicholas Amodio

CRD Number: 5591835
Current Firm: Charles Schwab & Company, Inc.

Nicholas Amodio (CRD# 5591835) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Encino, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Thompson Class Calabasas, CA Apr 2012 - Current 4
Charles Schwab & Company,inc Encino, CA Mar 2011 - Current 5
Charles Schwab Bank Encino, CA Mar 2011 - Current 5
Quest Capital Strategies, Inc. Woodland Hills, CA Oct 2010 - Mar 2011 < 1
Unemployed Calabasas, CA Jun 2010 - Oct 2010 < 1
Lvusd Calabasas, CA Jun 2006 - Jun 2010 4
Wachovia Securities Del Mar, CA Aug 2008 - Jun 2009 < 1
Sdsu San Diego, CA Sep 2005 - Jun 2009 3
Crowell Weedon Carlsbad, CA Sep 2007 - Nov 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2010
S65 NASAA Investment Advisors Law Examination Feb 2010
Contact Info for Nicholas H. Amodio
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
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
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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