Peter Cappiello, financial advisor Fairfield CT

Peter Cappiello

CRD Number: 6685498
Current Firm: Charles Schwab & Company, Inc.

Peter Cappiello (CRD# 6685498) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fairfield, CT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Fairfield, CT Aug 2018 - Current 5
Charles Schwab Bank Ssb Fairfield, CT Aug 2018 - Current 5
Td Ameritrade, Inc. Natick, MA Feb 2018 - Aug 2018 < 1
Td Ameritrade Investment Management, LLC Omaha, NE Feb 2018 - Aug 2018 < 1
Scottrade Boston, MA Aug 2016 - Feb 2018 1
Newsday Melville, NY Jun 2015 - Jul 2016 1
The Boston Globe Boston, MA Jan 2014 - Jun 2015 1
The Massachusetts Daily Collegian Amherst, MA Apr 2012 - Jun 2015 3
Newsday Melville, NY Jun 2014 - Aug 2014 < 1
Wmua 91.1 Fm Amherst, MA Jan 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2017
Contact Info for Peter Cappiello
Phone Number: 415-667-7000
Registered State(s):
  • CT
  • ME
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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