Peter Catalano, financial advisor Jersey City NJ

Peter Catalano

CRD Number: 2436964
Current Firm: Charles Schwab & Company, Inc.

Peter Catalano (CRD# 2436964) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Jersey City, NJ and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Jersey City, NJ Jan 2022 - Current 2
Td Ameritrade Jersey City, NJ Jul 2013 - Current 10
Td Ameritrade Investment Management, LLC Jersey City, NJ Nov 2013 - Sep 2023 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Peter B. Catalano
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NJ
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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